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DEWDEW
31 quarters

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

LPL Financial LLC holds 138,300 shares of DEW (WISDOMTREE TR), worth $9.5M as of 2026-Q2. The position was increased (+11.6% shares). DEW represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$9.5M

Current Shares

138,300

Total Value Change

+$1.5M

Total Shares Change

-53,172

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
138,300
+11.6%
$9.5M0.0%$68.69
31
2026-Q1
Increased
123,927
+3.4%
$8.2M0.0%$67.72
28
2025-Q4
Decreased
119,856
-2.8%
$7.4M0.0%$61.97
0
2025-Q3
Decreased
123,351
-0.0%
$7.4M0.0%$59.36
0
2025-Q2
Decreased
123,376
-0.9%
$7M0.0%$55.89
0
2025-Q1
Increased
124,535
+17.3%
$7M0.0%$54.01
32
2024-Q4
Increased
106,197
+7.0%
$5.6M0.0%$50.20
29
2024-Q3
Increased
99,236
+5.3%
$5.4M0.0%$52.34
29
2024-Q2
Decreased
94,261
-0.5%
$4.7M0.0%$47.21
0
2024-Q1
Decreased
94,758
-37.0%
$4.8M0.0%$47.30
0
2023-Q4
Decreased
150,498
-26.5%
$7.3M0.0%$45.10
0
2023-Q3
Increased
204,634
+2.4%
$9.3M0.0%$41.44
28
2023-Q2
Increased
199,878
+31.9%
$9.3M0.0%$41.64
35
2023-Q1
Decreased
151,482
-29.5%
$7.1M0.0%$41.34
0
2022-Q4
Increased
214,966
+123.8%
$10.1M0.0%$41.23
45
2022-Q3
Decreased
96,046
-4.5%
$4M0.0%$36.37
0
2022-Q2
Increased
100,606
+72.7%
$4.6M0.0%$39.88
40
2022-Q1
Increased
58,263
+1.2%
$3M0.0%$43.89
27
2021-Q4
Increased
57,597
+9.7%
$2.9M0.0%$42.34
29
2021-Q3
Increased
52,496
+5.7%
$2.5M0.0%$39.86
28
2021-Q2
Increased
49,647
+24.1%
$2.4M0.0%$40.03
32
2021-Q1
Increased
40,020
+8.3%
$1.9M0.0%$38.58
28
2020-Q4
Decreased
36,968
-5.7%
$1.6M0.0%$34.83
0
2020-Q3
Decreased
39,180
-6.8%
$1.5M0.0%$30.39
0
2020-Q2
Increased
42,056
+2.8%
$1.6M0.0%$30.31
26
2020-Q1
Increased
40,906
+2.7%
$1.4M0.0%$27.11
26
2019-Q4
Increased
39,830
+7.3%
$1.9M0.0%$37.59
28
2019-Q3
Decreased
37,123
-8.5%
$1.7M0.0%$35.44
0
2019-Q2
Decreased
40,589
-64.9%
$1.9M0.0%$35.42
0
2019-Q1
Decreased
115,632
-39.6%
$5.3M0.0%$34.83
0
2018-Q4
New
191,472
-
$8M0.0%$31.29
38

Other major holders of DEW: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, JANE STREET GROUP, LLC

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