Wisdomtree Tr shares owned by LPL Financial
Historical chart of LPL Financial investment in Wisdomtree Tr
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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 |
|---|---|---|---|
| 2025-09-30 | $8.5M | 200k | 42.75 |
| 2025-06-30 | $2.6M | 62k | 40.99 |
| 2025-03-31 | $1.9M | 50k | 37.98 |
| 2024-12-31 | $1.4M | 41k | 35.13 |
| 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 |