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WTPIWTPI
29 quarters

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

LPL Financial LLC holds 1.9M shares of WTPI (WISDOMTREE TR), worth $61.8M as of 2026-Q2. The position was increased (+13.1% shares). WTPI represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$61.8M

Current Shares

1.9M

Total Value Change

+$59.9M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+13.1%
$61.8M0.0%$32.14
33
2026-Q1
Increased
1.7M
+62.0%
$53.1M0.0%$30.35
42
2025-Q4
Increased
1M
+268.1%
$33.9M0.0%$30.86
47
2025-Q3
Increased
279,171
+54.6%
$9.3M0.0%$29.76
39
2025-Q2
Increased
180,522
+22.6%
$5.8M0.0%$27.81
33
2025-Q1
Increased
147,270
+9.9%
$4.6M0.0%$26.24
30
2024-Q4
Increased
134,001
+25.9%
$4.4M0.0%$26.97
33
2024-Q3
Increased
106,463
+128.0%
$3.5M0.0%$26.28
43
2024-Q2
Increased
46,690
+59.4%
$1.6M0.0%$25.70
37
2024-Q1
Increased
29,294
+124.5%
$975,4950.0%$24.90
40
2023-Q4
Increased
13,047
+2.5%
$413,5830.0%$23.01
24
2023-Q3
Increased
12,731
+37.7%
$391,1080.0%$21.81
31
2023-Q2
Increased
9,245
+37.2%
$299,5680.0%$22.37
31
2023-Q1
New
6,737
-
$209,1150.0%$21.01
32
2022-Q4
Exited
0
-100.0%
$00.0%$19.92
0
2022-Q3
Decreased
16,934
-70.9%
$505,0000.0%$19.15
0
2022-Q2
Increased
58,233
+208.0%
$1.9M0.0%$20.52
42
2022-Q1
Increased
18,909
+222.2%
$664,0000.0%$22.54
40
2021-Q4
New
5,869
-
$203,0000.0%$22.16
32
2021-Q1
Exited
0
-100.0%
$00.0%$19.39
0
2020-Q4
Decreased
10,029
-19.1%
$286,0000.0%$18.32
0
2020-Q3
Decreased
12,394
-8.5%
$332,0000.0%$16.94
0
2020-Q2
Decreased
13,548
-24.1%
$339,0000.0%$15.85
0
2020-Q1
Decreased
17,855
-9.1%
$402,0000.0%$14.25
0
2019-Q4
Increased
19,650
+47.6%
$560,0000.0%$18.03
33
2019-Q3
Decreased
13,316
-5.9%
$368,0000.0%$17.23
0
2019-Q2
Decreased
14,156
-53.0%
$390,0000.0%$17.19
0
2019-Q1
Decreased
30,145
-58.2%
$812,0000.0%$16.80
0
2018-Q4
New
72,129
-
$1.8M0.0%$15.87
36

Other major holders of WTPI: MORGAN STANLEY, MACKENZIE FINANCIAL CORP

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