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

LPL Financial LLC holds 13.3M shares of USFR (WISDOMTREE TR), worth $667.6M as of 2026-Q2. The position was increased (+3.9% shares). USFR represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$667.6M

Current Shares

13.3M

Total Value Change

+$19.6M

Total Shares Change

+356,346

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13.3M
+3.9%
$667.6M0.1%$50.19
39
2026-Q1
Decreased
12.8M
-0.7%
$642.3M0.2%$49.72
0
2025-Q4
Decreased
12.9M
-10.0%
$646.8M0.2%$49.26
0
2025-Q3
Decreased
14.3M
-8.4%
$717.7M0.2%$48.74
0
2025-Q2
Increased
15.6M
+21.8%
$784.2M0.3%$48.26
46
2025-Q1
Increased
12.8M
+1.5%
$643.9M0.3%$47.76
38
2024-Q4
Decreased
12.6M
-2.3%
$634.4M0.3%$47.26
0
2024-Q3
Decreased
12.9M
-1.5%
$648M0.3%$46.62
0

Other major holders of USFR: JPMORGAN CHASE & CO, MORGAN STANLEY

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