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CXSECXSE
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE TR

LPL Financial LLC holds 17,134 shares of CXSE (WISDOMTREE TR), worth $666,210 as of 2026-Q2. The position was decreased (-5.4% shares). CXSE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$666,210

Current Shares

17,134

Total Value Change

+$387,210

Total Shares Change

+12,557

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
17,134
-5.4%
$666,2100.0%$38.88
0
2026-Q1
Decreased
18,118
-6.2%
$685,2790.0%$37.77
0
2025-Q4
Increased
19,314
+9.8%
$774,7020.0%$40.64
27
2025-Q3
Increased
17,597
+4.0%
$784,4590.0%$43.92
26
2025-Q2
Increased
16,923
+2.4%
$582,3280.0%$33.83
25
2025-Q1
Increased
16,532
+5.6%
$562,7600.0%$33.46
26
2024-Q4
Increased
15,659
+8.7%
$467,9000.0%$29.48
26
2024-Q3
Decreased
14,402
-41.3%
$477,4310.0%$31.80
0
2024-Q2
Increased
24,548
+11.8%
$651,2580.0%$25.80
27
2024-Q1
Increased
21,962
+53.5%
$579,3500.0%$25.39
34
2023-Q4
Decreased
14,307
-27.0%
$400,8850.0%$26.97
0
2023-Q3
Decreased
19,593
-85.5%
$579,7570.0%$28.35
0
2023-Q2
Increased
135,344
+7.2%
$4.1M0.0%$28.93
29
2023-Q1
Increased
126,203
+45.2%
$4.4M0.0%$33.24
36
2022-Q4
Increased
86,928
+132.6%
$3M0.0%$32.90
43
2022-Q3
Decreased
37,369
-7.3%
$1.2M0.0%$30.24
0
2022-Q2
Increased
40,320
+24.4%
$1.7M0.0%$39.98
31
2022-Q1
Decreased
32,424
-17.5%
$1.3M0.0%$38.98
0
2021-Q4
Decreased
39,317
-6.6%
$2M0.0%$46.75
0
2021-Q3
Decreased
42,115
-30.8%
$2.3M0.0%$48.93
0
2021-Q2
Decreased
60,860
-26.0%
$4.1M0.0%$63.29
0
2021-Q1
Increased
82,244
+37.8%
$5.4M0.0%$60.11
35
2020-Q4
Increased
59,700
+380.5%
$3.9M0.0%$60.74
43
2020-Q3
Increased
12,425
+9.8%
$1.4M0.0%$50.87
28
2020-Q2
Increased
11,318
+4.5%
$1.1M0.0%$44.23
26
2020-Q1
Decreased
10,825
-38.5%
$827,0000.0%$35.02
0
2019-Q4
Increased
17,593
+61.4%
$1.5M0.0%$38.16
37
2019-Q3
Decreased
10,898
-2.1%
$775,0000.0%$32.38
0
2019-Q2
Increased
11,137
+19.0%
$824,0000.0%$33.88
29
2019-Q1
Increased
9,361
+104.5%
$730,0000.0%$35.50
40
2018-Q4
New
4,577
-
$279,0000.0%$27.99
32

Other major holders of CXSE: Steward Partners Investment Advisory, LLC, HSBC HOLDINGS PLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, OSAIC HOLDINGS, INC.

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