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Wisdomtree Tr shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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 $2.7M 82k 32.98
2024-06-30 $1.7M 52k 32.10

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View all positions for LPL Financial

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
Aprio Wealth Management
Sanctuary Advisors
Chicago Partners Investment
LPL Financial
Old Mission Capital
Citadel Advisors
Creative Planning
Cetera Investment Advisers
Thrivent Financial for Lutherans
Dynamic Advisors Solutions
Quadrant Private Wealth Management
Kestra Advisory Services
Atomi Financial Group
Oarsman Capital

View all funds holding Wisdomtree Tr