LPL Financial LLC

Position in WTV — WisdomTree U.S. Value Fund

CIK 1403438 FORT MILL, SC

All Filings in WTV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 WTV	$334,997,014	3,536,335	+38.3%	Shares	Sole	2026-05-06
2025-12-31 WTV	$238,525,461	2,556,543	+11.4%	Shares	Sole	2026-02-11
2025-09-30 WTV	$208,856,209	2,294,871	+14.3%	Shares	Sole	2025-11-12
2025-06-30 WTV	$173,440,483	2,007,413	+37.5%	Shares	Sole	2025-08-12
2025-03-31 WTV	$119,945,521	1,459,724	+76.0%	Shares	Sole	2025-05-07
2024-12-31 WTV	$69,338,051	829,601	+49.0%	Shares	Sole	2025-02-11
2024-09-30 WTV	$44,543,520	556,794	+12.1%	Shares	Sole	2024-11-08
2024-06-30 WTV	$36,249,680	496,639	+24.6%	Shares	Sole	2024-08-07
2024-03-31 WTV	$30,141,946	398,703	+21.5%	Shares	Sole	2024-05-10
2023-12-31 WTV	$22,489,147	328,165	+18.7%	Shares	Sole	2024-02-14
2023-09-30 WTV	$17,073,845	276,410	+32.2%	Shares	Sole	2023-11-13
2023-06-30 WTV	$13,076,577	209,058	-25.5%	Shares	Sole	2023-07-31
2023-03-31 WTV	$16,445,294	280,445	+104.7%	Shares	Sole	2023-05-10
2022-12-31 WTV	$7,813,621	137,033	+59.2%	Shares	Sole	2023-02-07
2022-09-30 WTV	$4,393,063	86,071	-4.9%	Shares	Sole	2022-11-14
2022-06-30 WTV	$4,797,772	90,524	+18.4%	Shares	Sole	2022-08-12
2022-03-31 WTV	$4,708,617	76,451	+62.3%	Shares	Sole	2022-05-16
2021-12-31 WTV	$2,985,360	47,110	+56.3%	Shares	Sole	2022-02-14
2021-09-30 WTV	$1,788,384	30,143	+192.7%	Shares	Sole	2021-11-15
2021-06-30 WTV	$615,631	10,300	+46.9%	Shares	Sole	2021-08-13
2021-03-31 WTV	$394,719	7,011	-75.4%	Shares	Sole	2021-05-14
2020-12-31 WTV	$1,403,432	28,447	-91.8%	Shares	Sole	2021-02-12
2020-09-30 WTV	$14,335,814	345,858	-3.1%	Shares	Sole	2020-11-09
2020-06-30 WTV	$14,052,004	356,831	+4.2%	Shares	Sole	2020-08-13
2020-03-31 WTV	$11,086,501	342,546	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.