Lpl Financial LLC Wisdomtree Tr Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 505,679 shares of DWM stock, worth $32.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

505,679

Previous 712,441 29.02%

Holding current value

$32.2 Million

Previous $37.5 Million 21.68%

% of portfolio

0.01%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$52.19 - $59.86 $10.8 Million - $12.4 Million	-206,762 Reduced 29.02%	505,679 $29.4 Million
Q4 2024 Feb 11, 2025	SELL	$52.54 - $57.11 $1.51 Million - $1.65 Million	-28,821 Reduced 3.89%	712,441 $37.5 Million
Q3 2024 Nov 08, 2024	SELL	$52.24 - $58.1 $2.77 Million - $3.08 Million	-53,076 Reduced 6.68%	741,262 $42.7 Million
Q2 2024 Aug 07, 2024	BUY	$52.54 - $56.44 $301,947 - $324,360	5,747 Added 0.73%	794,338 $42.7 Million
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	$39.94 - $48.25 $8.89 Million - $10.7 Million	222,696 Added 50.99%	659,448 $31 Million
Q3 2022 Nov 14, 2022	BUY	$39.86 - $47.65 $1.96 Million - $2.34 Million	49,173 Added 12.69%	436,752 $17.5 Million
Q2 2022 Aug 12, 2022	BUY	$45.44 - $53.31 $11.5 Million - $13.4 Million	252,260 Added 186.42%	387,579 $17.6 Million
Q1 2022 May 16, 2022	BUY	$48.63 - $55.69 $2.31 Million - $2.65 Million	47,511 Added 54.11%	135,319 $7.14 Million
Q4 2021 Feb 14, 2022	BUY	$51.6 - $54.8 $388,083 - $412,150	7,521 Added 9.37%	87,808 $4.75 Million
Q3 2021 Nov 15, 2021	BUY	$52.87 - $56.39 $1.44 Million - $1.54 Million	27,247 Added 51.37%	80,287 $4.25 Million
Q2 2021 Aug 13, 2021	BUY	$53.08 - $56.66 $53,345 - $56,943	1,005 Added 1.93%	53,040 $2.89 Million
Q1 2021 May 14, 2021	BUY	$50.35 - $53.3 $123,609 - $130,851	2,455 Added 4.95%	52,035 $2.74 Million
Q4 2020 Feb 12, 2021	SELL	$43.68 - $50.9 $247,840 - $288,806	-5,674 Reduced 10.27%	49,580 $2.51 Million
Q3 2020 Nov 09, 2020	SELL	$44.37 - $47.42 $3,638 - $3,888	-82 Reduced 0.15%	55,254 $2.51 Million
Q2 2020 Aug 13, 2020	SELL	$37.7 - $47.21 $32,799 - $41,072	-870 Reduced 1.55%	55,336 $2.45 Million
Q1 2020 May 14, 2020	BUY	$34.55 - $53.86 $61,360 - $95,655	1,776 Added 3.26%	56,206 $2.22 Million
Q4 2019 Feb 14, 2020	BUY	$48.34 - $53.77 $340,651 - $378,917	7,047 Added 14.87%	54,430 $2.91 Million
Q3 2019 Nov 13, 2019	SELL	$49.49 - $50.65 $18,261 - $18,689	-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

132

Shares Held

5.61M

Call Options Held

Put Options Held

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Lpl Financial LLC Wisdomtree Tr Transaction History