Lpl Financial LLC Wisdomtree Tr Transaction History

Lpl Financial LLC

  • $196 Billion
  • Q2 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 398,255 shares of DTH stock, worth $15.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
398,255
Previous 597,160 33.31%
Holding current value
$15.7 Million
Previous $23.7 Million 35.43%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$38.08 - $41.21 $7.57 Million - $8.2 Million
-198,905 Reduced 33.31%
398,255 $15.3 Million
Q1 2024

May 10, 2024
BUY
$37.09 - $39.82 $678,635 - $728,586
18,297 Added 3.16%
597,160 $23.7 Million
Q4 2023

Feb 14, 2024
SELL
$34.66 - $39.12 $3.73 Million - $4.21 Million
-107,663 Reduced 15.68%
578,863 $22.5 Million
Q3 2023

Nov 13, 2023
SELL
$35.8 - $38.54 $1.48 Million - $1.59 Million
-41,329 Reduced 5.68%
686,526 $24.9 Million
Q2 2023

Jul 31, 2023
BUY
$36.15 - $39.0 $5.4 Million - $5.83 Million
149,430 Added 25.83%
727,855 $26.9 Million
Q1 2023

May 10, 2023
BUY
$35.99 - $39.12 $1.5 Million - $1.64 Million
41,798 Added 7.79%
578,425 $21.8 Million
Q4 2022

Feb 07, 2023
BUY
$30.01 - $36.51 $3.64 Million - $4.43 Million
121,235 Added 29.19%
536,627 $19.2 Million
Q3 2022

Nov 14, 2022
BUY
$30.07 - $35.52 $1.21 Million - $1.43 Million
40,367 Added 10.76%
415,392 $12.6 Million
Q2 2022

Aug 12, 2022
BUY
$34.57 - $40.19 $6.39 Million - $7.42 Million
184,741 Added 97.09%
375,025 $13 Million
Q1 2022

May 16, 2022
BUY
$36.97 - $41.22 $5.53 Million - $6.16 Million
149,527 Added 366.87%
190,284 $7.57 Million
Q4 2021

Feb 14, 2022
BUY
$36.83 - $39.04 $119,771 - $126,958
3,252 Added 8.67%
40,757 $1.58 Million
Q3 2021

Nov 15, 2021
BUY
$37.89 - $40.59 $475,974 - $509,891
12,562 Added 50.36%
37,505 $1.42 Million
Q2 2021

Aug 13, 2021
BUY
$39.57 - $41.75 $244,621 - $258,098
6,182 Added 32.95%
24,943 $988,000
Q1 2021

May 14, 2021
SELL
$37.05 - $39.86 $26,861 - $28,898
-725 Reduced 3.72%
18,761 $737,000
Q4 2020

Feb 12, 2021
SELL
$31.49 - $37.76 $80,205 - $96,174
-2,547 Reduced 11.56%
19,486 $730,000
Q3 2020

Nov 09, 2020
SELL
$32.41 - $35.33 $16,042 - $17,488
-495 Reduced 2.2%
22,033 $725,000
Q2 2020

Aug 13, 2020
BUY
$28.17 - $35.69 $158,540 - $200,863
5,628 Added 33.3%
22,528 $743,000
Q1 2020

May 14, 2020
SELL
$25.75 - $42.34 $60,667 - $99,753
-2,356 Reduced 12.24%
16,900 $498,000
Q4 2019

Feb 14, 2020
BUY
$37.91 - $42.28 $46,174 - $51,497
1,218 Added 6.75%
19,256 $810,000
Q3 2019

Nov 13, 2019
SELL
$38.8 - $39.95 $39,847 - $41,028
-1,027 Reduced 5.39%
18,038 $704,000
Q2 2019

Aug 09, 2019
SELL
N/A
-137 Reduced 0.71%
19,065 $770,000
Q1 2019

May 08, 2019
SELL
N/A
-884 Reduced 4.4%
19,202 $773,000
Q4 2018

Feb 07, 2019
BUY
N/A
3,652 Added 22.22%
20,086 $745,000
Q3 2018

Nov 14, 2018
BUY
N/A
214 Added 1.32%
16,434 $687,000
Q2 2018

Aug 14, 2018
SELL
N/A
-27,728 Reduced 63.09%
16,220 $672,000
Q1 2018

May 15, 2018
BUY
N/A
1,775 Added 4.21%
43,948 $1.92 Million
Q4 2017

Feb 14, 2018
BUY
N/A
30,965 Added 276.28%
42,173 $1.87 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,034 Reduced 8.45%
11,208 $491,000
Q2 2017

Aug 14, 2017
BUY
N/A
12,242
12,242 $511,000

Others Institutions Holding DTH

# of Institutions
80
Shares Held
5.39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email