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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
2024-09-30 $3.2M 29k 110.51

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Kestra Advisory Services

Top funds holding Wisdomtree Investments

Lynrock Lake
Alberta Investment Management Corporation
Smh Capital Advisors
Pinnacle Holdings
Water Island Capital
Citigroup
Kestra Advisory Services
Envestnet Asset Management
Joule Financial
Royal Bank of Canada
K2 Principal Fund

View all funds holding Wisdomtree Investments