How many shares of DLS does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 50,334 shares of DLS (WISDOMTREE TR).

What is LPL Financial LLC's DLS position worth?

As of 2026-Q2, LPL Financial LLC's DLS position is worth $4.2M.

In 2026-Q2, LPL Financial LLC increased their DLS position (+0.8% change in shares).

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

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

Current Value

$4.2M

Current Shares

50,334

Total Value Change

+$7,517

Total Shares Change

-19,461

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	50,334	+0.8%	$4.2M	0.0%	$83.22	27
2026-Q1	Increased	49,922	+0.6%	$4.1M	0.0%	$79.57	27
2025-Q4	Decreased	49,615	-0.7%	$4M	0.0%	$78.94	0
2025-Q3	Decreased	49,972	-0.1%	$4M	0.0%	$76.68	0
2025-Q2	Decreased	50,013	-2.5%	$3.8M	0.0%	$71.90	0
2025-Q1	Decreased	51,304	-7.9%	$3.4M	0.0%	$61.97	0
2024-Q4	Decreased	55,681	-1.7%	$3.5M	0.0%	$58.86	0
2024-Q3	Decreased	56,642	-39.9%	$3.9M	0.0%	$63.76	0
2024-Q2	Increased	94,233	+11.6%	$6M	0.0%	$58.15	30
2024-Q1	Increased	84,453	+30.0%	$5.5M	0.0%	$58.74	34
2023-Q4	Increased	64,948	+2.4%	$4.1M	0.0%	$57.12	27
2023-Q3	Increased	63,452	+5.0%	$3.6M	0.0%	$51.05	28
2023-Q2	Decreased	60,404	-0.9%	$3.6M	0.0%	$52.40	0
2023-Q1	Decreased	60,928	-9.5%	$3.7M	0.0%	$52.61	0
2022-Q4	Decreased	67,305	-5.0%	$3.9M	0.0%	$49.52	0
2022-Q3	Decreased	70,831	-22.2%	$3.6M	0.0%	$43.56	0
2022-Q2	Increased	91,037	+9.8%	$5.3M	0.0%	$48.92	30
2022-Q1	Decreased	82,888	-35.2%	$5.7M	0.0%	$56.00	0
2021-Q4	Increased	127,902	+5.4%	$9.4M	0.0%	$59.89	29
2021-Q3	Increased	121,355	+44.3%	$9M	0.0%	$59.84	37
2021-Q2	Increased	84,108	+27.3%	$6.3M	0.0%	$59.82	34
2021-Q1	Increased	66,063	+28.9%	$4.8M	0.0%	$57.03	34
2020-Q4	Increased	51,252	+8.5%	$3.5M	0.0%	$53.61	29
2020-Q3	Increased	47,250	+5.9%	$2.8M	0.0%	$46.83	28
2020-Q2	Increased	44,630	+16.8%	$2.5M	0.0%	$43.26	30
2020-Q1	Increased	38,200	+0.3%	$1.8M	0.0%	$36.94	26
2019-Q4	Decreased	38,066	-8.8%	$2.7M	0.0%	$54.30	0
2019-Q3	Decreased	41,744	-25.9%	$2.7M	0.0%	$48.07	0
2019-Q2	Increased	56,355	+7.3%	$3.7M	0.0%	$48.92	29
2019-Q1	Decreased	52,506	-24.8%	$3.5M	0.0%	$48.62	0
2018-Q4	First report	69,795	-	$4.2M	0.0%	$44.44	0

Other major holders of DLS: Savant Capital, LLC