Ownership history in Linscomb Wealth, Inc. · 78 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Wisdom Tree High Yield Equity MF (DHS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 337,330 | -327 | -0.1% | 1.44% | $34.3M | $101.49 |
| 2025 Q3 | REDUCED | 337,657 | -7,560 | -2.2% | 1.47% | $34.0M | $99.45 |
| 2025 Q2 | REDUCED | 345,217 | -6,888 | -2.0% | 1.52% | $33.1M | $93.94 |
| 2025 Q1 | REDUCED | 352,105 | -7,701 | -2.1% | 1.74% | $34.9M | $96.09 |
As of 2025 Q4 — sorted by position size