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

LPL Financial LLC holds 198,528 shares of USMF (WISDOMTREE TR), worth $10.8M as of 2026-Q2. The position was decreased (-12.2% shares). USMF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$10.8M

Current Shares

198,528

Total Value Change

+$5.3M

Total Shares Change

+86,855

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
198,528
-12.2%
$10.8M0.0%$54.24
0
2026-Q1
Decreased
226,175
-14.8%
$11.2M0.0%$51.45
0
2025-Q4
Increased
265,377
+7.7%
$13.6M0.0%$51.70
30
2025-Q3
Decreased
246,450
-34.5%
$12.9M0.0%$52.15
0
2025-Q2
Decreased
376,170
-10.4%
$19.3M0.0%$50.51
0
2025-Q1
Increased
419,864
+70.9%
$20.8M0.0%$48.84
42
2024-Q4
Increased
245,663
+120.0%
$12.2M0.0%$49.06
45
2024-Q3
Increased
111,673
+16.9%
$5.5M0.0%$47.92
31

Other major holders of USMF: Lido Advisors, LLC, HighTower Advisors, LLC

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