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DFEDFE
31 quarters

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

LPL Financial LLC holds 14,059 shares of DFE (WISDOMTREE TR), worth $1M as of 2026-Q2. The position was increased (+1.9% shares). DFE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1M

Current Shares

14,059

Total Value Change

-$1.8M

Total Shares Change

-39,549

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,059
+1.9%
$1M0.0%$71.97
26
2026-Q1
Increased
13,792
+1.4%
$989,3130.0%$74.21
25
2025-Q4
Increased
13,600
+90.5%
$976,9710.0%$72.06
39
2025-Q3
Decreased
7,140
-52.5%
$502,7660.0%$69.04
0
2025-Q2
Increased
15,015
+178.3%
$1.1M0.0%$68.56
40
2025-Q1
Decreased
5,396
-2.6%
$328,9340.0%$59.27
0
2024-Q4
Decreased
5,539
-3.3%
$313,4040.0%$53.89
0
2024-Q3
Decreased
5,726
-6.5%
$363,6240.0%$60.05
0
2024-Q2
Decreased
6,124
-13.9%
$364,8790.0%$55.74
0
2024-Q1
Decreased
7,114
-31.1%
$425,0660.0%$54.71
0
2023-Q4
Decreased
10,329
-49.2%
$615,8980.0%$54.40
0
2023-Q3
Decreased
20,335
-12.3%
$1.1M0.0%$47.57
0
2023-Q2
Decreased
23,194
-1.9%
$1.3M0.0%$49.51
0
2023-Q1
Decreased
23,641
-0.6%
$1.4M0.0%$50.93
0
2022-Q4
Decreased
23,790
-11.7%
$1.3M0.0%$47.34
0
2022-Q3
Decreased
26,949
-5.7%
$1.2M0.0%$38.47
0
2022-Q2
Decreased
28,583
-0.0%
$1.6M0.0%$47.23
0
2022-Q1
Decreased
28,588
-7.5%
$1.9M0.0%$55.84
0
2021-Q4
Decreased
30,911
-14.9%
$2.3M0.0%$60.66
0
2021-Q3
Increased
36,316
+3.7%
$2.6M0.0%$58.14
27
2021-Q2
Increased
35,034
+33.9%
$2.6M0.0%$59.57
34
2021-Q1
Decreased
26,170
-1.5%
$1.8M0.0%$55.23
0
2020-Q4
Increased
26,558
+3.6%
$1.7M0.0%$51.52
27
2020-Q3
Decreased
25,635
-4.8%
$1.4M0.0%$41.73
0
2020-Q2
Decreased
26,938
-33.9%
$1.3M0.0%$38.74
0
2020-Q1
Decreased
40,765
-28.2%
$1.7M0.0%$31.16
0
2019-Q4
Increased
56,755
+2.3%
$3.7M0.0%$49.78
27
2019-Q3
Decreased
55,490
-2.0%
$3.1M0.0%$42.50
0
2019-Q2
Decreased
56,611
-2.7%
$3.3M0.0%$44.37
0
2019-Q1
Increased
58,160
+8.5%
$3.4M0.0%$43.39
29
2018-Q4
New
53,608
-
$2.9M0.0%$39.19
36

Other major holders of DFE: Steward Partners Investment Advisory, LLC, UBS Group AG, JANE STREET GROUP, LLC

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