Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders