Kestra Advisory Services, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Kestra Advisory Services, LLC

$17.2 Billion
Q4 2024

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 112,229 shares of WTV stock, worth $9.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

112,229

Previous 63,913 75.6%

Holding current value

$9.66 Million

Previous $5.11 Million 83.45%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$79.95 - $89.42 $3.86 Million - $4.32 Million	48,316 Added 75.6%	112,229 $9.38 Million
Q3 2024 Nov 13, 2024	SELL	$71.31 - $80.0 $1.49 Million - $1.67 Million	-20,935 Reduced 24.67%	63,913 $5.11 Million
Q2 2024 Aug 14, 2024	BUY	$70.89 - $75.25 $2.35 Million - $2.5 Million	33,184 Added 64.23%	84,848 $6.19 Million
Q1 2024 May 15, 2024	BUY	$67.26 - $75.6 $1.69 Million - $1.9 Million	25,080 Added 94.34%	51,664 $3.91 Million
Q4 2023 Feb 14, 2024	BUY	$58.23 - $69.0 $468,693 - $555,381	8,049 Added 43.43%	26,584 $1.82 Million
Q3 2023 Nov 09, 2023	BUY	$61.07 - $65.29 $1.13 Million - $1.21 Million	18,535 New	18,535 $1.14 Million
Q1 2023 May 12, 2023	BUY	$55.47 - $64.26 $14.5 Million - $16.8 Million	260,751 New	260,751 $15.3 Million

Others Institutions Holding WTV

# of Institutions

Shares Held

3.93M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Kestra Advisory Services, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History