Wisdomtree Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) 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
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 147k | 19.93 |
| 2024-06-30 | $8.9M | 427k | 20.89 |
| 2024-03-31 | $14M | 676k | 20.77 |
| 2023-12-31 | $13M | 627k | 20.69 |
| 2023-09-30 | $12M | 674k | 17.42 |
| 2023-06-30 | $12M | 645k | 19.07 |