A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 741,262 shares of DWM stock, worth $39.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
741,262
Previous 794,338 6.68%
Holding current value
$39.3 Million
Previous $42.7 Million 0.01%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR


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