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

LPL Financial LLC holds 908,339 shares of WTAI (WISDOMTREE TR), worth $43.1M as of 2026-Q2. The position was increased (+27.2% shares). WTAI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$43.1M

Current Shares

908,339

Total Value Change

+$36.5M

Total Shares Change

+573,768

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
908,339
+27.2%
$43.1M0.0%$47.47
36
2026-Q1
Increased
714,111
+5.9%
$20.2M0.0%$28.79
30
2025-Q4
Increased
674,173
+31.9%
$19.6M0.0%$29.49
36
2025-Q3
Increased
511,042
+28.5%
$14.6M0.0%$28.16
35
2025-Q2
Increased
397,803
+4.1%
$9.8M0.0%$23.88
29
2025-Q1
Increased
382,133
+7.1%
$7.3M0.0%$18.97
29
2024-Q4
Increased
356,703
+6.6%
$7.8M0.0%$21.77
29
2024-Q3
Decreased
334,571
-12.2%
$6.7M0.0%$19.67
0

Other major holders of WTAI: AMERIPRISE FINANCIAL INC, Kestra Advisory Services, LLC, JANE STREET GROUP, LLC

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