LPL Financial LLC
Position in WTRE — WisdomTree New Economy Real Estate Fund
CIK 1403438
FORT MILL, SC
All Filings in WTRE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 WTRE | $305,545 | 17,631 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 WTRE | $183,557 | 10,641 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 WTRE | $248,337 | 12,473 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 WTRE | $233,972 | 13,439 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 WTRE | $267,194 | 14,754 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 WTRE | $271,334 | 14,827 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 WTRE | $292,080 | 18,592 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 WTRE | $295,620 | 17,586 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 WTRE | $281,527 | 16,541 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 WTRE | $280,249 | 17,078 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 WTRE | $307,251 | 19,683 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 WTRE | $649,369 | 35,388 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 WTRE | $612,330 | 26,462 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 WTRE | $529,557 | 21,721 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 WTRE | $553,293 | 22,185 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 WTRE | $535,422 | 20,197 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 WTRE | $537,673 | 20,259 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 WTRE | $504,535 | 19,670 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 WTRE | $408,653 | 16,817 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 WTRE | $429,729 | 18,018 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 WTRE | $386,316 | 17,520 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||