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 | $15M | 511k | 28.56 |
| 2025-06-30 | $9.8M | 398k | 24.56 |
| 2025-03-31 | $7.3M | 382k | 19.00 |
| 2024-12-31 | $7.8M | 357k | 22.00 |
| 2024-09-30 | $6.7M | 335k | 19.93 |
| 2024-06-30 | $8.0M | 381k | 20.89 |
| 2024-03-31 | $6.0M | 288k | 20.77 |
| 2023-09-30 | $2.9M | 166k | 17.42 |
| 2023-06-30 | $213k | 11k | 19.07 |