Kestra Advisory Services, LLC Wisdom Tree Investments, Inc. Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Wisdom Tree Investments, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 19,243 shares of WETF stock, worth $105,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
19,243
Previous 13,768
39.77%
Holding current value
$105,066
Previous $75,000
40.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding WETF
# of Institutions
288Shares Held
152MCall Options Held
583KPut Options Held
41.3K-
Black Rock Inc. New York, NY18.5MShares$101 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA14.6MShares$79.5 Million0.0% of portfolio
-
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct10.1MShares$55.1 Million0.03% of portfolio
-
Wellington Management Group LLP Boston, MA9.67MShares$52.8 Million0.01% of portfolio
-
Azora Capital LP Miami, FL5.63MShares$30.7 Million1.64% of portfolio
About WisdomTree Investments, Inc.
- Ticker WETF
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 146,584,992
- Market Cap $800M
- Description
- WisdomTree Investments, Inc., through its subsidiaries, operates as an exchange-traded funds (ETFs) sponsor and asset manager. It offers ETFs in equities, currency, fixed income, and alternatives asset classes. The company also licenses its indexes to third parties for proprietary products, as well as offers a platform to promote the use of Wisd...