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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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