Lindbrook Capital, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lindbrook Capital, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$172,122
-1.9%
2,2050.0%0.02%0.0%
Q2 2023$175,452
-3.3%
2,2050.0%0.02%
-9.5%
Q1 2023$181,405
-4.4%
2,2050.0%0.02%
-8.7%
Q4 2022$189,762
+13.6%
2,2050.0%0.02%
-17.9%
Q3 2022$167,000
-7.7%
2,2050.0%0.03%
-6.7%
Q2 2022$181,000
-6.7%
2,2050.0%0.03%0.0%
Q1 2022$194,000
+6.6%
2,2050.0%0.03%
+7.1%
Q4 2021$182,000
+5.2%
2,205
-7.8%
0.03%
-59.4%
Q1 2019$173,000
+11.6%
2,3910.0%0.07%
-9.2%
Q4 2018$155,0002,3910.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders