Fulcrum Equity Management Wisdomtree Tr U.S Transaction History
Fulcrum Equity Management
- $115 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding DHS
# of Institutions
237Shares Held
5.83MCall Options Held
0Put Options Held
0-
Cwm, LLC879KShares$85 Million0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA490KShares$47.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC388KShares$37.6 Million0.02% of portfolio
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Linscomb & Williams, Inc. Houston, TX360KShares$34.8 Million1.7% of portfolio
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Cetera Investment Advisers Schaumburg, IL350KShares$33.9 Million0.07% of portfolio