Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 230 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$3,030
+1.0%
85
+1.2%
0.00%
Q3 2022$3,000
+50.0%
84
+42.4%
0.00%
Q2 2022$2,0000.0%59
+34.1%
0.00%
Q1 2022$2,000
+100.0%
44
+37.5%
0.00%
Q4 2021$1,0000.0%32
+3.2%
0.00%
Q3 2021$1,0000.0%31
+47.6%
0.00%
Q2 2021$1,0000.0%21
+23.5%
0.00%
Q1 2021$1,000
-50.0%
17
-64.6%
0.00%
Q4 2020$2,000
+100.0%
48
+108.7%
0.00%
Q3 2020$1,0000.0%23
+9.5%
0.00%
Q2 2020$1,0000.0%210.0%0.00%
Q1 2020$1,000
-80.0%
21
-80.9%
0.00%
-100.0%
Q2 2019$5,0000.0%1100.0%0.00%0.0%
Q1 2019$5,000
+25.0%
1100.0%0.00%0.0%
Q4 2018$4,000
-20.0%
1100.0%0.00%0.0%
Q3 2018$5,0000.0%1100.0%0.00%0.0%
Q2 2018$5,0000.0%1100.0%0.00%0.0%
Q1 2018$5,0000.0%1100.0%0.00%0.0%
Q4 2017$5,0000.0%1100.0%0.00%0.0%
Q3 2017$5,0000.0%1100.0%0.00%0.0%
Q2 2017$5,000
+25.0%
1100.0%0.00%0.0%
Q1 2017$4,000
-42.9%
110
-42.1%
0.00%0.0%
Q4 2016$7,0000.0%1900.0%0.00%0.0%
Q3 2016$7,0000.0%1900.0%0.00%0.0%
Q2 2016$7,0000.0%1900.0%0.00%0.0%
Q1 2016$7,0001900.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders