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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
2024-06-30 $31M 693k 44.83
2024-03-31 $22M 522k 41.10
2023-09-30 $1.2M 39k 31.77

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Ishares Tr Core Msci Eafe (IEFA)
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Ishares Tr Us Treas Bd Etf (GOVT)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
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
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Kestra Advisory Services
Smartleaf Asset Management
Avestar Capital
Atria Investments
Oxinas Partners Wealth Management

View all funds holding Wisdomtree Tr