Kestra Advisory Services, LLC Wisdomtree Tr Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 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 130,744 shares of DWM stock, worth $8.78 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

130,744

Previous 117,768 11.02%

Holding current value

$8.78 Million

Previous $7.49 Million 15.66%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$62.79 - $66.96 $814,763 - $868,872	12,976 Added 11.02%	130,744 $8.66 Million
Q2 2025 Aug 14, 2025	BUY	$52.06 - $63.91 $660,797 - $811,209	12,693 Added 12.08%	117,768 $7.49 Million
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

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Kestra Advisory Services, LLC Wisdomtree Tr Transaction History