Lpl Financial LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Lpl Financial LLC holds 1,459,724 shares of WTV stock, worth $116 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,459,724

Previous 829,601 75.95%

Holding current value

$116 Million

Previous $69.3 Million 72.99%

% of portfolio

0.05%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$79.96 - $87.71 $50.4 Million - $55.3 Million	630,123 Added 75.95%	1,459,724 $120 Million
Q4 2024 Feb 11, 2025	BUY	$79.95 - $89.42 $21.8 Million - $24.4 Million	272,807 Added 49.0%	829,601 $69.3 Million
Q3 2024 Nov 08, 2024	BUY	$71.31 - $80.0 $4.29 Million - $4.81 Million	60,155 Added 12.11%	556,794 $44.5 Million
Q2 2024 Aug 07, 2024	BUY	$70.89 - $75.25 $6.94 Million - $7.37 Million	97,936 Added 24.56%	496,639 $36.2 Million
Q1 2024 May 10, 2024	BUY	$67.26 - $75.6 $4.74 Million - $5.33 Million	70,538 Added 21.49%	398,703 $30.1 Million
Q4 2023 Feb 14, 2024	BUY	$58.23 - $69.0 $3.01 Million - $3.57 Million	51,755 Added 18.72%	328,165 $22.5 Million
Q3 2023 Nov 13, 2023	BUY	$61.07 - $65.29 $4.11 Million - $4.4 Million	67,352 Added 32.22%	276,410 $17.1 Million
Q2 2023 Jul 31, 2023	SELL	$56.55 - $62.55 $4.04 Million - $4.47 Million	-71,387 Reduced 25.45%	209,058 $13.1 Million
Q1 2023 May 10, 2023	BUY	$55.47 - $64.26 $7.96 Million - $9.22 Million	143,412 Added 104.66%	280,445 $16.4 Million
Q4 2022 Feb 07, 2023	BUY	$52.5 - $60.43 $2.68 Million - $3.08 Million	50,962 Added 59.21%	137,033 $7.81 Million
Q3 2022 Nov 14, 2022	SELL	$51.04 - $60.66 $227,281 - $270,118	-4,453 Reduced 4.92%	86,071 $4.39 Million
Q2 2022 Aug 12, 2022	BUY	$52.19 - $63.1 $734,469 - $888,006	14,073 Added 18.41%	90,524 $4.8 Million
Q1 2022 May 16, 2022	BUY	$58.57 - $64.25 $1.72 Million - $1.89 Million	29,341 Added 62.28%	76,451 $4.71 Million
Q4 2021 Feb 14, 2022	BUY	$59.59 - $63.49 $1.01 Million - $1.08 Million	16,967 Added 56.29%	47,110 $2.99 Million
Q3 2021 Nov 15, 2021	BUY	$58.05 - $62.42 $1.15 Million - $1.24 Million	19,843 Added 192.65%	30,143 $1.79 Million
Q2 2021 Aug 13, 2021	BUY	$56.76 - $60.84 $186,683 - $200,102	3,289 Added 46.91%	10,300 $616,000
Q1 2021 May 14, 2021	SELL	$48.88 - $57.14 $1.05 Million - $1.22 Million	-21,436 Reduced 75.35%	7,011 $789,000
Q4 2020 Feb 12, 2021	SELL	$41.09 - $49.63 $13 Million - $15.8 Million	-317,411 Reduced 91.77%	28,447 $2.81 Million
Q3 2020 Nov 09, 2020	SELL	$38.64 - $43.66 $423,996 - $479,081	-10,973 Reduced 3.08%	345,858 $28.7 Million
Q2 2020 Aug 13, 2020	BUY	$30.66 - $43.35 $437,978 - $619,254	14,285 Added 4.17%	356,831 $28.1 Million
Q1 2020 May 14, 2020	BUY	$27.81 - $48.1 $9.53 Million - $16.5 Million	342,546 New	342,546 $22.2 Million
Q3 2019 Nov 13, 2019	SELL	$43.39 - $44.27 $131,384 - $134,049	-3,028 Closed	0 $0
Q2 2019 Aug 09, 2019	SELL	N/A	-1,036 Reduced 25.49%	3,028 $263,000
Q1 2019 May 08, 2019	BUY	N/A	130 Added 3.3%	4,064 $344,000
Q4 2018 Feb 07, 2019	BUY	N/A	25 Added 0.64%	3,934 $292,000
Q3 2018 Nov 14, 2018	BUY	N/A	65 Added 1.69%	3,909 $341,000
Q2 2018 Aug 14, 2018	SELL	N/A	-650 Reduced 14.46%	3,844 $317,000
Q1 2018 May 15, 2018	SELL	N/A	-534 Reduced 10.62%	4,494 $363,000
Q4 2017 Feb 14, 2018	BUY	N/A	645 Added 14.72%	5,028 $415,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,447 Added 49.28%	4,383 $333,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,936	2,936 $213,000

Others Institutions Holding WTV

# of Institutions

130

Shares Held

6.06M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
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Lpl Financial LLC Wisdomtree Tr Wisdomtree U.S. Transaction History