WisdomTree Investments shares owned by LPL Financial
Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in WisdomTree Investments
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Quarterly reported holdings in WisdomTree Investments by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 98k | 13.90 |
| 2025-06-30 | $863k | 75k | 11.51 |
| 2025-03-31 | $455k | 51k | 8.92 |
| 2024-12-31 | $132k | 13k | 10.50 |
| 2017-09-30 | $110k | 11k | 10.20 |
| 2016-12-31 | $122k | 10k | 11.88 |
| 2016-06-30 | $170k | 18k | 9.33 |
| 2016-03-31 | $141k | 14k | 10.41 |
| 2015-12-31 | $207k | 14k | 15.19 |
| 2015-09-30 | $355k | 22k | 16.06 |
| 2015-06-30 | $452k | 21k | 21.94 |
| 2015-03-31 | $477k | 23k | 21.13 |
| 2014-12-31 | $275k | 18k | 15.69 |
| 2014-09-30 | $179k | 16k | 11.19 |
| 2014-06-30 | $218k | 18k | 12.39 |
| 2014-03-31 | $163k | 12k | 13.12 |
| 2013-12-31 | $870k | 49k | 17.71 |
| 2013-06-30 | $136k | 12k | 11.57 |