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

LPL Financial LLC holds 502,047 shares of WTMF (WISDOMTREE TR), worth $20.5M as of 2026-Q2. The position was increased (+5.4% shares). WTMF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$20.5M

Current Shares

502,047

Total Value Change

+$14.8M

Total Shares Change

+342,011

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
502,047
+5.4%
$20.5M0.0%$40.85
30
2026-Q1
Increased
476,311
+5.8%
$18.9M0.0%$39.32
30
2025-Q4
Increased
450,357
+36.9%
$17.1M0.0%$38.27
37
2025-Q3
Increased
329,065
+23.7%
$12.5M0.0%$36.76
34
2025-Q2
Increased
265,955
+76.1%
$9.4M0.0%$34.33
42
2025-Q1
Decreased
150,991
-1.8%
$5.2M0.0%$33.31
0
2024-Q4
Decreased
153,756
-3.9%
$5.4M0.0%$33.71
0
2024-Q3
Decreased
160,036
-18.6%
$5.7M0.0%$33.36
0

Other major holders of WTMF: MORGAN STANLEY

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