Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
All Season Financial Advisors, Inc. 65,967$2,443,0002.09%
ASPIRIANT, LLC 1,016,096$37,625,0001.82%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$16,960,0001.44%
AVANTAX ADVISORY SERVICES, INC. 2,133,738$79,012,0001.19%
JNBA Financial Advisors 205,168$7,597,0001.15%
Eagle Strategies LLC 80,790$2,992,0001.09%
VAUGHAN & Co SECURITIES, INC. 35,403$1,311,0001.05%
Cornerstone Capital, Inc. 209,495$7,758,0000.99%
Karp Capital Management Corp 149,890$5,550,0000.98%
McNamara Financial Services, Inc. 90,335$3,345,0000.95%
View complete list of WISDOMTREE TR shareholders