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Wisdomtree Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Wisdomtree Tr (NTSI) 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 $1.4M 35k 39.23
2024-06-30 $3.0M 82k 36.41
2024-03-31 $3.2M 86k 37.06
2023-09-30 $1.0M 31k 31.94
2023-06-30 $707k 21k 34.44
2023-03-31 $675k 20k 34.33

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View all positions for LPL Financial

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
WJ Interests
CWM
Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
AQR Capital Management
Accurate Wealth Management
Fermata Advisors
LPL Financial
Commonwealth Equity Services
Jane Street
Leading Edge Financial Planning
Morton Capital Management

View all funds holding Wisdomtree Tr