Wisdomtree Tr shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) 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
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 21k | 28.56 |
| 2025-06-30 | $364k | 15k | 24.56 |
| 2025-03-31 | $234k | 12k | 19.00 |
| 2024-12-31 | $214k | 9.7k | 22.00 |
| 2024-09-30 | $238k | 12k | 19.93 |
| 2024-06-30 | $241k | 12k | 20.89 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services