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

LPL Financial LLC holds 469,903 shares of DWM (WISDOMTREE TR), worth $34.4M as of 2026-Q2. The position was decreased (-1.3% shares). DWM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$34.4M

Current Shares

469,903

Total Value Change

-$8.3M

Total Shares Change

-271,359

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
469,903
-1.3%
$34.4M0.0%$73.21
0
2026-Q1
Decreased
476,008
-0.1%
$33.3M0.0%$72.03
0
2025-Q4
Decreased
476,596
-1.6%
$32.8M0.0%$69.06
0
2025-Q3
Decreased
484,295
-8.1%
$32.1M0.0%$65.43
0
2025-Q2
Increased
526,732
+4.2%
$33.5M0.0%$62.72
30
2025-Q1
Decreased
505,679
-29.0%
$29.4M0.0%$56.73
0
2024-Q4
Decreased
712,441
-3.9%
$37.5M0.0%$51.08
0
2024-Q3
Decreased
741,262
-6.7%
$42.7M0.0%$55.61
0

Other major holders of DWM: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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