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XSOEXSOE
Showing 8 of 31 quarters

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

Yes. LPL Financial holds 1,614,270 shares of XSOE, worth $79.4M, as of its Q2 2026 13F filing. It increased the position by 404,156 shares (+33.4%) from Q1 2026. LPL Financial has held XSOE in every 13F on record since Q4 2018, 31 quarterly filings.

Current Value

$79.4M

Current Shares

1.6M

Total Value Change

+$32.8M

Total Shares Change

+203,875

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+33.4%
$79.4M0.0%$48.96
38
2026-Q1
Decreased
1.2M
-11.1%
$48.5M0.0%$39.69
0
2025-Q4
Decreased
1.4M
-12.8%
$53.1M0.0%$38.57
0
2025-Q3
Increased
1.6M
+2.3%
$59.2M0.0%$37.28
30
2025-Q2
Increased
1.5M
+3.5%
$52.6M0.0%$33.71
30
2025-Q1
Decreased
1.5M
-2.6%
$45.5M0.0%$30.04
0
2024-Q4
Increased
1.5M
+7.4%
$46.2M0.0%$29.66
31
2024-Q3
Increased
1.4M
+3.7%
$46.6M0.0%$32.00
30

Other major holders of XSOE: BANK OF NOVA SCOTIA, JANE STREET GROUP, LLC, MORGAN STANLEY

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