Back to LPL Financial LLC LPL Financial LLC

DLNDLN
Showing 8 of 31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WISDOMTREE US LARGECAP DIVID

LPL Financial LLC holds 4.1M shares of DLN (WISDOMTREE US LARGECAP DIVID), worth $395.5M as of 2026-Q2. The position was increased (+5.6% shares). DLN represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$395.5M

Current Shares

4.1M

Total Value Change

+$182.6M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.1M
+5.6%
$395.5M0.1%$96.22
33
2026-Q1
Increased
3.9M
+8.7%
$347.2M0.1%$88.81
34
2025-Q4
Increased
3.6M
+2.9%
$314.9M0.1%$87.21
32
2025-Q3
Increased
3.5M
+7.0%
$302.5M0.1%$85.70
33
2025-Q2
Decreased
3.2M
-6.1%
$266.9M0.1%$80.50
0
2025-Q1
Increased
3.5M
+16.7%
$274.6M0.1%$77.34
43
2024-Q4
Increased
3M
+9.4%
$230.6M0.1%$75.48
34
2024-Q3
Decreased
2.7M
-7.3%
$212.9M0.1%$75.82
0

Other major holders of DLN: Steward Partners Investment Advisory, LLC, Focus Partners Wealth, PNC FINANCIAL SERVICES GROUP, INC.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used