Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 142 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$50,001
+13.6%
5810.0%0.00%0.0%
Q3 2022$44,000
-8.3%
5810.0%0.00%0.0%
Q2 2022$48,000
-5.9%
5810.0%0.00%0.0%
Q1 2022$51,000
+6.2%
5810.0%0.00%0.0%
Q4 2021$48,000
+6.7%
5810.0%0.00%0.0%
Q3 2021$45,0000.0%5810.0%0.00%0.0%
Q2 2021$45,000
+2.3%
5810.0%0.00%0.0%
Q1 2021$44,000
-47.6%
581
-50.0%
0.00%0.0%
Q4 2020$84,000
+133.3%
1,162
+100.0%
0.00%0.0%
Q3 2020$36,0000.0%5810.0%0.00%0.0%
Q2 2020$36,000
+9.1%
5810.0%0.00%0.0%
Q1 2020$33,000
-26.7%
5810.0%0.00%
-20.0%
Q4 2019$45,000
+4.7%
5810.0%0.01%0.0%
Q3 2019$43,000
+2.4%
5810.0%0.01%0.0%
Q2 2019$42,0000.0%5810.0%0.01%0.0%
Q1 2019$42,000
+10.5%
5810.0%0.01%0.0%
Q4 2018$38,000
-9.5%
5810.0%0.01%0.0%
Q3 2018$42,000
+2.4%
5810.0%0.01%0.0%
Q2 2018$41,000
+2.5%
5810.0%0.01%0.0%
Q1 2018$40,000
-4.8%
5810.0%0.01%0.0%
Q4 2017$42,000
+2.4%
5810.0%0.01%0.0%
Q3 2017$41,000
+2.5%
5810.0%0.01%0.0%
Q2 2017$40,0000.0%5810.0%0.01%0.0%
Q1 2017$40,000
+2.6%
5810.0%0.01%
-16.7%
Q4 2016$39,0000.0%5810.0%0.01%0.0%
Q3 2016$39,0005810.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb Wealth, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders