Lindbrook Capital, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 178 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lindbrook Capital, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$186,521
-2.4%
2,2050.0%0.02%0.0%
Q1 2024$191,085
+5.5%
2,2050.0%0.02%0.0%
Q4 2023$181,207
+5.3%
2,2050.0%0.02%
-5.3%
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 Q2 2023
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 1,187,293$73,956,0005.41%
PBMares Wealth Management LLC 49,761$3,100,0004.66%
Evanson Asset Management, LLC 136,376$8,495,0001.68%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$9,344,0001.06%
Harvest Investment Services, LLC 26,863$1,673,0000.99%
LVM CAPITAL MANAGEMENT LTD/MI 55,303$3,445,0000.71%
PSI Advisors, LLC 13,022$811,0000.65%
CADENCE BANK NA 17,848$1,112,0000.47%
Cetera Advisor Networks LLC 269,488$16,786,0000.45%
CWM, LLC 556,940$43,564,0000.35%
View complete list of WISDOMTREE TR shareholders