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

LPL Financial LLC holds 60,753 shares of WCBR (WISDOMTREE TR), worth $2.2M as of 2026-Q2. The position was decreased (-20.1% shares). WCBR represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.2M

Current Shares

60,753

Total Value Change

+$60,372

Total Shares Change

-23,371

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
60,753
-20.1%
$2.2M0.0%$36.22
0
2026-Q1
Decreased
76,085
-59.8%
$1.9M0.0%$24.99
0
2025-Q4
Decreased
189,210
-7.4%
$5.3M0.0%$28.17
0
2025-Q3
Increased
204,425
+77.0%
$6.4M0.0%$31.76
41
2025-Q2
Decreased
115,528
-38.2%
$3.7M0.0%$31.47
0
2025-Q1
Increased
186,845
+158.5%
$5.1M0.0%$27.58
43
2024-Q4
Decreased
72,284
-14.1%
$2M0.0%$28.53
0
2024-Q3
Decreased
84,124
-1.8%
$2.1M0.0%$25.27
0

Other major holders of WCBR: HighTower Advisors, LLC, JANE STREET GROUP, LLC

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