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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

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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
2025-09-30 $209M 2.3M 91.01
2025-06-30 $173M 2.0M 86.40
2025-03-31 $120M 1.5M 82.17
2024-12-31 $69M 830k 83.58
2024-09-30 $45M 557k 80.00
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

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View all positions for LPL Financial

Top funds holding WisdomTree LargeCap Value Fund

LPL Financial
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
HighTower Advisors
Smith Anglin Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Lido Advisors
Stifel Financial
Cambridge Investment Research Advisors
Onyx Bridge Wealth Group
Legacy Financial Advisors
Anderson Financial Strategies
Personal Resources Investment & Strategic Management

View all funds holding WisdomTree LargeCap Value Fund