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Wisdomtree Tr shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Wisdomtree Tr (NTSI) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Wisdomtree Tr by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $217k 5.7k 37.98
2024-12-31 $229k 6.5k 35.13
2024-09-30 $238k 6.1k 39.23

More positions owned by Kestra Private Wealth Services

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Kestra Private Wealth Services

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
CWM
Stenger Family Office
WJ Interests
Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
LPL Financial
Jane Street
AQR Capital Management
Fermata Advisors
Kestra Advisory Services
Leading Edge Financial Planning
Commonwealth Equity Services

View all funds holding Wisdomtree Tr