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WisdomTree LargeCap Value Fund shares owned by LPL Financial

Quarter-by-quarter ownership of WisdomTree LargeCap Value Fund (WTV) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in WisdomTree LargeCap Value Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree LargeCap Value Fund held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree LargeCap Value Fund by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $36M 497k 72.99
2024-03-31 $30M 399k 75.60
2023-09-30 $17M 276k 61.77
2023-06-30 $13M 209k 62.55
2023-03-31 $16M 280k 58.64
2022-12-31 $7.8M 137k 57.02
2022-09-30 $4.4M 86k 51.04
2022-06-30 $4.8M 91k 53.00
2022-03-31 $4.7M 77k 61.58
2021-12-31 $3.0M 47k 63.36
2021-09-30 $1.8M 30k 59.32
2021-06-30 $616k 10k 59.81
2021-03-31 $789k 7.0k 112.54
2020-12-31 $2.8M 28k 98.67
2020-09-30 $29M 346k 82.90
2020-06-30 $28M 357k 78.76
2020-03-31 $22M 343k 64.73
2019-06-30 $263k 3.0k 86.86
2019-03-31 $344k 4.1k 84.65
2018-12-31 $292k 3.9k 74.22
2018-09-30 $341k 3.9k 87.23
2018-06-30 $317k 3.8k 82.47
2018-03-31 $363k 4.5k 80.77
2017-12-31 $415k 5.0k 82.54
2017-09-30 $333k 4.4k 75.98
2017-06-30 $213k 2.9k 72.55
2017-03-31 $4.3M 61k 69.83
2016-12-31 $4.1M 61k 67.79
2016-09-30 $3.4M 54k 62.87
2016-06-30 $3.2M 52k 62.16
2016-03-31 $6.0M 97k 62.25
2015-12-31 $5.8M 94k 62.53
2015-09-30 $1.9M 29k 63.49