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

LPL Financial LLC holds 917,128 shares of DTD (WISDOMTREE TR), worth $85.5M as of 2026-Q2. The position was increased (+1.8% shares). DTD represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$85.5M

Current Shares

917,128

Total Value Change

+$35.1M

Total Shares Change

+259,468

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
917,128
+1.8%
$85.5M0.0%$93.14
30
2026-Q1
Increased
901,077
+7.5%
$77.8M0.0%$85.83
32
2025-Q4
Increased
838,532
+4.9%
$71.2M0.0%$84.00
31
2025-Q3
Increased
799,294
+4.5%
$67.1M0.0%$82.67
31
2025-Q2
Increased
764,932
+2.3%
$60.8M0.0%$77.86
30
2025-Q1
Increased
747,833
+6.3%
$57.5M0.0%$74.91
31
2024-Q4
Increased
703,215
+6.9%
$53.3M0.0%$73.52
31
2024-Q3
Increased
657,660
+2.2%
$50.4M0.0%$73.90
30

Other major holders of DTD: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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