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

LPL Financial LLC holds 103,694 shares of DWMF (WISDOMTREE TR), worth $3.5M as of 2026-Q2. The position was increased (+8.9% shares). DWMF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$3.5M

Current Shares

103,694

Total Value Change

-$690,026

Total Shares Change

-45,550

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
103,694
+8.9%
$3.5M0.0%$33.95
29
2026-Q1
Decreased
95,251
-3.4%
$3.2M0.0%$34.43
0
2025-Q4
Decreased
98,552
-26.8%
$3.2M0.0%$32.87
0
2025-Q3
Increased
134,551
+2.9%
$4.3M0.0%$31.57
28
2025-Q2
Decreased
130,703
-15.8%
$4.1M0.0%$31.01
0
2025-Q1
Increased
155,294
+0.2%
$4.5M0.0%$28.49
27
2024-Q4
Increased
154,920
+3.8%
$4.2M0.0%$26.14
28
2024-Q3
Increased
149,244
+267.2%
$4.2M0.0%$27.28
43

Other major holders of DWMF: JANE STREET GROUP, LLC, GREAT LAKES ADVISORS, LLC

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