Position history for LPL Financial LLC's holdings in WISDOMTREE TR
LPL Financial LLC holds 2.4M shares of DDWM (WISDOMTREE TR), worth $104.6M as of 2025-Q4. The position was increased (++13.3% shares). DDWM represents 0.0% of LPL Financial LLC's portfolio.
Current Value
$104.6M
Current Shares
2.4M
Total Value Change
+$69M
Total Shares Change
+1.4M
Other major holders of DDWM: MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, AXXCESS WEALTH MANAGEMENT, LLC
Increased |
| 2.4M |
+13.3% |
| $104.6M |
| 0.0% |
| $43.66 |
34 |
| 2025-Q3 | Increased | 2.1M | +57.0% | $88.6M | 0.0% | $41.37 | 42 |
| 2025-Q2 | Increased | 1.4M | +85.7% | $53.5M | 0.0% | $39.33 | 46 |
| 2025-Q1 | Decreased | 727,202 | -23.1% | $26.8M | 0.0% | $36.03 | 0 |
| 2024-Q4 | Decreased | 945,230 | -7.5% | $32.5M | 0.0% | $33.32 | 0 |
| 2024-Q3 | Decreased | 1M | -2.0% | $36.6M | 0.0% | $34.78 | 0 |
| 2024-Q2 | Increased | 1M | +9.1% | $35.5M | 0.0% | $32.70 | 32 |