Wisdomtree Tr shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Wisdomtree Tr
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All positions including Wisdomtree Tr held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $925k | 55k | 16.93 |
2023-09-30 | $1.2M | 66k | 18.02 |
2023-06-30 | $1.1M | 64k | 17.06 |
2023-03-31 | $1.1M | 60k | 17.87 |
2022-12-31 | $658k | 36k | 18.22 |
2022-09-30 | $792k | 37k | 21.31 |
2022-06-30 | $1.5M | 65k | 23.47 |
2022-03-31 | $2.4M | 95k | 25.26 |
2021-12-31 | $1.8M | 88k | 20.82 |
2021-09-30 | $1.9M | 83k | 22.31 |
2021-06-30 | $1.7M | 76k | 22.15 |
2021-03-31 | $229k | 11k | 20.09 |
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