Wisdomtree Tr shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Wisdomtree Tr (XC) 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 csvQuarterly reported holdings in Wisdomtree Tr by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $732k | 21k | 34.64 |
| 2025-06-30 | $778k | 23k | 34.42 |
| 2025-03-31 | $668k | 23k | 29.71 |
| 2024-12-31 | $356k | 12k | 30.74 |
| 2024-09-30 | $383k | 12k | 32.98 |
| 2024-06-30 | $357k | 11k | 32.10 |