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Wisdomtree Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) 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 $34M 745k 45.63
2024-06-30 $31M 693k 44.83
2024-03-31 $22M 522k 41.10
2023-09-30 $1.2M 39k 31.77

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
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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

Trust Point
RVW Wealth
LPL Financial
Bank of America Corporation
Prestige Wealth Management Group
Private Advisor
Legacy Financial Advisors
Smartleaf Asset Management
Kestra Advisory Services
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Avestar Capital
Atria Investments
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr