Wisdomtree Tr shares owned by LPL Financial
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
Download as csvQuarterly reported holdings in Wisdomtree Tr by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 34k | 36.23 |
| 2025-06-30 | $1.2M | 35k | 33.19 |
| 2025-03-31 | $1.0M | 33k | 30.02 |
| 2024-12-31 | $839k | 29k | 28.69 |
| 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 |