Wisdomtree Tr barclays yield shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Wisdomtree Tr barclays yield (SHAG) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Wisdomtree Tr barclays yield
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All positions including Wisdomtree Tr barclays yield 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 Tr barclays yield by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 33k | 47.98 |
| 2024-06-30 | $2.2M | 46k | 46.94 |
| 2024-03-31 | $1.6M | 35k | 47.09 |
| 2023-12-31 | $1.9M | 39k | 47.34 |
| 2023-09-30 | $1.9M | 41k | 46.28 |
| 2023-06-30 | $2.0M | 42k | 46.63 |
| 2023-03-31 | $2.0M | 43k | 47.17 |
| 2022-03-31 | $541k | 11k | 48.45 |
| 2021-12-31 | $1.9M | 38k | 50.52 |
| 2021-09-30 | $6.5M | 127k | 51.01 |
| 2021-06-30 | $1.7M | 32k | 51.11 |
| 2020-12-31 | $5.1M | 100k | 51.44 |
| 2020-09-30 | $500k | 12k | 43.02 |