Kestra Advisory Services, LLC Wisdomtree Tr Transaction History

Kestra Advisory Services, LLC

$19.6 Billion
Q1 2025

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 105,075 shares of DWM stock, worth $6.7 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

105,075

Previous 28,191 272.73%

Holding current value

$6.7 Million

Previous $1.49 Million 311.45%

% of portfolio

0.03%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$52.19 - $59.86 $4.01 Million - $4.6 Million	76,884 Added 272.73%	105,075 $6.11 Million
Q4 2024 Feb 10, 2025	SELL	$52.54 - $57.11 $20,280 - $22,044	-386 Reduced 1.35%	28,191 $1.49 Million
Q3 2024 Nov 13, 2024	BUY	$52.24 - $58.1 $142,980 - $159,019	2,737 Added 10.59%	28,577 $1.64 Million
Q2 2024 Aug 14, 2024	BUY	$52.54 - $56.44 $1.36 Million - $1.46 Million	25,840 New	25,840 $1.39 Million
Q3 2023 Nov 09, 2023	SELL	$48.13 - $51.79 $12,080 - $12,999	-251 Reduced 4.64%	5,161 $249,000
Q2 2023 Aug 11, 2023	BUY	$48.54 - $51.63 $4,562 - $4,853	94 Added 1.77%	5,412 $270,000
Q1 2023 May 12, 2023	SELL	$47.34 - $51.12 $6,106 - $6,594	-129 Reduced 2.37%	5,318 $264,000
Q4 2022 Jan 31, 2023	BUY	$39.94 - $48.25 $5,631 - $6,803	141 Added 2.66%	5,447 $256,000
Q3 2022 Nov 01, 2022	SELL	$39.86 - $47.65 $72,545 - $86,723	-1,820 Reduced 25.54%	5,306 $213 Million
Q2 2022 Aug 12, 2022	BUY	$45.44 - $53.31 $323,805 - $379,887	7,126 New	7,126 $324,000
Q4 2021 Jan 20, 2022	SELL	$51.6 - $54.8 $2.38 Million - $2.52 Million	-46,055 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$52.87 - $56.39 $2.43 Million - $2.6 Million	46,055 New	46,055 $0
Q1 2021 May 10, 2021	SELL	$50.35 - $53.3 $2.45 Million - $2.59 Million	-48,628 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$43.68 - $50.9 $2.12 Million - $2.48 Million	48,628 New	48,628 $2.48 Billion

Others Institutions Holding DWM

# of Institutions

132

Shares Held

5.61M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Account

Kestra Advisory Services, LLC Wisdomtree Tr Transaction History