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Kestra Private Wealth Services’s WisdomTree WT Stock Holding History

Kestra Private Wealth Services’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,009
Closed -$57K – 1030
2021
Q3 		$57K Buy
10,009
+5
+0% +$31 ﹤0.01% 913
2021
Q2 		$62K Buy
+10,004
New +$66K ﹤0.01% 871

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ACH
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Private Wealth Services's WT Position: Q4 2021 in Review

Kestra Private Wealth Services sold out of WisdomTree (WT) in Q4 2021, closing a stake of 10,009 shares — an estimated $57K sold.

Kestra Private Wealth Services first reported a position in WT in Q2 2021 and held it in 2 quarters. The position peaked at $62K in Q2 2021. 169 funds tracked by Wall St. Rank hold WT as of Q4 2021.

  • Kestra Private Wealth Services reported no remaining WisdomTree position as of Q4 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,009 WisdomTree shares in Q4 2021, an estimated $57K.
  • Kestra Private Wealth Services first reported a position in WisdomTree in Q2 2021 and held it in 2 quarters.
  • Kestra Private Wealth Services's WisdomTree position peaked at $62K in Q2 2021.
  • 169 funds tracked by Wall St. Rank held WisdomTree as of Q4 2021.

Based on Kestra Private Wealth Services's 13F filing for Q4 2021, filed 21 Jan 2022.