How many shares of DFJ does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 54,009 shares of DFJ (WISDOMTREE TR).

What is LPL Financial LLC's DFJ position worth?

As of 2026-Q2, LPL Financial LLC's DFJ position is worth $5.7M.

In 2026-Q2, LPL Financial LLC increased their DFJ position (+7.3% change in shares).

Based on available 13F filings, LPL Financial LLC first reported a position in DFJ in 2018-Q4. They have held the position across 31 quarters.

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

Current Value

$5.7M

Current Shares

54,009

Total Value Change

+$4.9M

Total Shares Change

+41,893

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	54,009	+7.3%	$5.7M	0.0%	$105.31	29
2026-Q1	Decreased	50,347	-1.1%	$5.1M	0.0%	$106.48	0
2025-Q4	Decreased	50,886	-1.3%	$4.9M	0.0%	$96.72	0
2025-Q3	Increased	51,578	+35.7%	$4.9M	0.0%	$94.28	35
2025-Q2	Increased	38,014	+54.6%	$3.3M	0.0%	$84.71	37
2025-Q1	Increased	24,592	+1.7%	$1.9M	0.0%	$77.64	26
2024-Q4	Decreased	24,182	-8.3%	$1.8M	0.0%	$73.10	0
2024-Q3	Decreased	26,360	-1.6%	$2.1M	0.0%	$76.90	0
2024-Q2	Decreased	26,788	-60.1%	$2M	0.0%	$72.06	0
2024-Q1	Increased	67,172	+78.4%	$5.2M	0.0%	$73.91	41
2023-Q4	Decreased	37,658	-23.8%	$2.8M	0.0%	$71.05	0
2023-Q3	Increased	49,386	+139.4%	$3.4M	0.0%	$64.90	43
2023-Q2	Increased	20,628	+237.6%	$1.4M	0.0%	$62.26	41
2023-Q1	Decreased	6,110	-78.2%	$408,371	0.0%	$61.92	0
2022-Q4	Increased	28,030	+473.7%	$1.8M	0.0%	$58.33	42
2022-Q3	Increased	4,886	+3.9%	$278,000	0.0%	$52.36	24
2022-Q2	Increased	4,702	+1.5%	$279,000	0.0%	$53.94	24
2022-Q1	Increased	4,631	+6.1%	$305,000	0.0%	$59.97	25
2021-Q4	Increased	4,363	+21.8%	$311,000	0.0%	$64.03	28
2021-Q3	Increased	3,582	+7.0%	$275,000	0.0%	$68.88	25
2021-Q2	Decreased	3,347	-9.9%	$247,000	0.0%	$65.89	0
2021-Q1	Decreased	3,713	-4.2%	$283,000	0.0%	$68.06	0
2020-Q4	Decreased	3,876	-6.2%	$281,000	0.0%	$63.70	0
2020-Q3	Decreased	4,132	-9.2%	$289,000	0.0%	$61.33	0
2020-Q2	Decreased	4,551	-13.7%	$291,000	0.0%	$56.16	0
2020-Q1	Decreased	5,274	-69.2%	$307,000	0.0%	$51.21	0
2019-Q4	Increased	17,119	+151.1%	$1.3M	0.0%	$62.85	41
2019-Q3	Decreased	6,819	-34.9%	$469,000	0.0%	$57.95	0
2019-Q2	Decreased	10,466	-10.6%	$692,000	0.0%	$56.00	0
2019-Q1	Decreased	11,708	-3.4%	$799,000	0.0%	$57.08	0
2018-Q4	New	12,116	-	$780,000	0.0%	$54.07	34