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

LPL Financial LLC holds 2.2M shares of DEM (WISDOMTREE TR), worth $115.8M as of 2026-Q2. The position was decreased (-3.8% shares). DEM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$115.8M

Current Shares

2.2M

Total Value Change

+$20.2M

Total Shares Change

-20,325

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-3.8%
$115.8M0.0%$53.06
0
2026-Q1
Decreased
2.2M
-1.2%
$111.3M0.0%$48.36
0
2025-Q4
Decreased
2.3M
-11.7%
$105.8M0.0%$45.24
0
2025-Q3
Increased
2.6M
+1.7%
$118M0.0%$44.09
31
2025-Q2
Increased
2.5M
+22.8%
$114.3M0.0%$42.68
36
2025-Q1
Decreased
2.1M
-2.8%
$86.5M0.0%$39.15
0
2024-Q4
Decreased
2.1M
-2.8%
$85.6M0.0%$37.30
0
2024-Q3
Increased
2.2M
+0.8%
$95.7M0.0%$40.35
30

Other major holders of DEM: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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