Lpl Financial LLC Wisdomtree Tr Transaction History

Lpl Financial LLC

$183 Billion
Q1 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 788,591 shares of DWM stock, worth $42.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

788,591

Previous 787,738 0.11%

Holding current value

$42.4 Million

Previous $41.4 Million 4.47%

% of portfolio

0.02%

Previous 0.03%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$50.94 - $55.08 $43,451 - $46,983	853 Added 0.11%	788,591 $43.2 Million
Q4 2023 Feb 14, 2024	BUY	$46.5 - $52.58 $1.14 Million - $1.29 Million	24,506 Added 3.21%	787,738 $41.4 Million
Q3 2023 Nov 13, 2023	BUY	$48.13 - $51.79 $2.3 Million - $2.48 Million	47,869 Added 6.69%	763,232 $36.9 Million
Q2 2023 Jul 31, 2023	BUY	$48.54 - $51.63 $1.15 Million - $1.22 Million	23,702 Added 3.43%	715,363 $35.8 Million
Q1 2023 May 10, 2023	BUY	$47.34 - $51.12 $1.52 Million - $1.65 Million	32,213 Added 4.88%	691,661 $34.4 Million

Q4 2022 Feb 07, 2023	BUY	$42.44 - $48.25 $9.45 Million - $10.7 Million	222,696 Added 50.99%	659,448 $31 Million
Q3 2022 Nov 14, 2022	BUY	N/A	49,173 Added 12.69%	436,752 $17.5 Million
Q2 2022 Aug 12, 2022	BUY	N/A	252,260 Added 186.42%	387,579 $17.6 Million
Q1 2022 May 16, 2022	BUY	N/A	47,511 Added 54.11%	135,319 $7.14 Million
Q4 2021 Feb 14, 2022	BUY	N/A	7,521 Added 9.37%	87,808 $4.75 Million
Q3 2021 Nov 15, 2021	BUY	N/A	27,247 Added 51.37%	80,287 $4.25 Million
Q2 2021 Aug 13, 2021	BUY	N/A	1,005 Added 1.93%	53,040 $2.89 Million
Q1 2021 May 14, 2021	BUY	N/A	2,455 Added 4.95%	52,035 $2.74 Million
Q4 2020 Feb 12, 2021	SELL	N/A	-5,674 Reduced 10.27%	49,580 $2.51 Million
Q3 2020 Nov 09, 2020	SELL	N/A	-82 Reduced 0.15%	55,254 $2.51 Million
Q2 2020 Aug 13, 2020	SELL	N/A	-870 Reduced 1.55%	55,336 $2.45 Million
Q1 2020 May 14, 2020	BUY	N/A	1,776 Added 3.26%	56,206 $2.22 Million
Q4 2019 Feb 14, 2020	BUY	N/A	7,047 Added 14.87%	54,430 $2.91 Million
Q3 2019 Nov 13, 2019	SELL	N/A	-369 Reduced 0.77%	47,383 $2.36 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-3,053 Reduced 6.01%	47,752 $2.44 Million
Q1 2019 May 08, 2019	BUY	N/A	8,171 Added 19.17%	50,805 $2.57 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-2,787 Reduced 6.14%	42,634 $1.99 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-3,901 Reduced 7.91%	45,421 $2.41 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,278 Reduced 2.53%	49,322 $2.6 Million
Q1 2018 May 15, 2018	SELL	N/A	-37,418 Reduced 42.51%	50,600 $2.78 Million
Q4 2017 Feb 14, 2018	BUY	N/A	17,300 Added 24.46%	88,018 $4.91 Million
Q3 2017 Nov 14, 2017	BUY	N/A	1,011 Added 1.45%	70,718 $3.85 Million
Q2 2017 Aug 14, 2017	BUY	N/A	69,707	69,707 $3.62 Million

Others Institutions Holding DWM

# of Institutions

131

Shares Held

6.48M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Lpl Financial LLC Wisdomtree Tr Transaction History