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Wisdomtree Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Wisdomtree Tr (NTSE) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $793k 25k 32.19
2024-06-30 $1.8M 61k 29.46
2024-03-31 $1.8M 63k 28.29
2023-09-30 $543k 21k 25.77
2023-06-30 $372k 13k 27.88
2023-03-31 $357k 13k 28.06

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Wisdomtree Tr

Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
Accurate Wealth Management
Halbert Hargrove Global Advisors
LPL Financial
Townsquare Capital
Drive Wealth Management
Citadel Advisors
Commonwealth Equity Services
Old Mission Capital
AQR Capital Management
Fermata Advisors
Advisor Group Holdings
Cardiff Park Advisors

View all funds holding Wisdomtree Tr