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DGREDGRE
31 quarters

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

LPL Financial LLC holds 692,966 shares of DGRE (WISDOMTREE TR), worth $28.3M as of 2026-Q2. The position was increased (+3.4% shares). DGRE represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$28.3M

Current Shares

692,966

Total Value Change

+$27.3M

Total Shares Change

+649,292

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
692,966
+3.4%
$28.3M0.0%$40.85
30
2026-Q1
Increased
670,303
+2.5%
$22.2M0.0%$34.27
29
2025-Q4
Increased
653,944
+9.4%
$20.5M0.0%$31.33
31
2025-Q3
Decreased
597,756
-1.7%
$17.1M0.0%$28.53
0
2025-Q2
Increased
608,196
+7.1%
$16.8M0.0%$27.18
30
2025-Q1
Increased
567,693
+6.6%
$13.8M0.0%$24.05
30
2024-Q4
Increased
532,367
+4.5%
$13.3M0.0%$24.68
29
2024-Q3
Increased
509,542
+14.3%
$14.1M0.0%$27.56
32
2024-Q2
Increased
445,933
+4.1%
$11.8M0.0%$25.67
29
2024-Q1
Increased
428,303
+4.5%
$11M0.0%$24.87
29
2023-Q4
Increased
409,954
+369.0%
$10.1M0.0%$23.70
45
2023-Q3
Increased
87,409
+46.5%
$2M0.0%$21.38
35
2023-Q2
Decreased
59,662
-7.5%
$1.4M0.0%$21.52
0
2023-Q1
Increased
64,503
+8.4%
$1.5M0.0%$21.25
28
2022-Q4
Decreased
59,491
-1.3%
$1.3M0.0%$20.01
0
2022-Q3
Decreased
60,250
-1.9%
$1.2M0.0%$18.19
0
2022-Q2
Increased
61,407
+5.2%
$1.4M0.0%$20.58
27
2022-Q1
Increased
58,376
+10.1%
$1.5M0.0%$23.75
28
2021-Q4
Increased
53,039
+1.6%
$1.5M0.0%$25.56
26
2021-Q3
Increased
52,232
+21.2%
$1.5M0.0%$24.96
31
2021-Q2
Increased
43,081
+2.7%
$1.3M0.0%$26.74
26
2021-Q1
Increased
41,936
+17.5%
$1.2M0.0%$26.24
30
2020-Q4
Increased
35,677
+1.7%
$1M0.0%$25.02
25
2020-Q3
Decreased
35,079
-0.4%
$849,0000.0%$20.93
0
2020-Q2
Decreased
35,217
-9.2%
$800,0000.0%$19.81
0
2020-Q1
Decreased
38,798
-19.2%
$746,0000.0%$16.46
0
2019-Q4
Increased
48,015
+19.5%
$1.3M0.0%$22.26
30
2019-Q3
Decreased
40,169
-1.0%
$942,0000.0%$19.90
0
2019-Q2
Increased
40,563
+1.8%
$1M0.0%$20.93
25
2019-Q1
Decreased
39,846
-8.8%
$986,0000.0%$20.74
0
2018-Q4
New
43,674
-
$970,0000.0%$18.64
35

Other major holders of DGRE: Cetera Investment Advisers, NewEdge Wealth, LLC

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