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Wisdomtree Investments shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Wisdomtree Investments shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Wisdomtree Investments

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Investments held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Investments by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 23k 117.52
2025-06-30 $2.8M 25k 112.19
2025-03-31 $223k 25k 8.92
2024-09-30 $3.2M 29k 110.51

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Kestra Advisory Services

Top funds holding Wisdomtree Investments

Two Sigma Investments
Jain Global
Wolverine Asset Management
Walleye Trading Advisors
Point72 Asset Management
Alberta Investment Management Corporation
Smh Capital Advisors
D. E. Shaw & Co
Warberg Asset Management
Kim
Pinnacle Holdings
Kestra Advisory Services
Joule Financial
Royal Bank of Canada
K2 Principal Fund

View all funds holding Wisdomtree Investments