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Wisdomtree Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Wisdomtree Tr (WQTM) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 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 by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $401k 11k 37.81

More positions owned by Kestra Advisory Services

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

View all positions for Kestra Advisory Services

Top funds holding Wisdomtree Tr

Heck Capital Advisors
Stifel Financial
Susquehanna International
HighTower Advisors
Intl Fcstone
Jpmorgan Chase & Co
Jane Street
Janney Montgomery Scott
Citadel Advisors
Commonwealth Equity Services
Kestra Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
Wealthcare Advisory Partners
Flow Traders US

View all funds holding Wisdomtree Tr