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Wisdomtree Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by LPL Financial from 13F filings

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
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

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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View all positions for LPL Financial

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
Advisory Services Network
LPL Financial
Raymond James & Associates
Kestra Advisory Services
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Susquehanna International
Flow Traders US
Prospera Financial Services
Stifel Financial
Branch Banking & Trust Company
Orca Investment Management
Masso Torrence Wealth Management

View all funds holding Wisdomtree Tr