Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$88,778
+15.3%
967
+2.9%
0.01%0.0%
Q3 2022$77,000
-7.2%
940
+0.6%
0.01%0.0%
Q2 2022$83,000
-9.8%
934
+0.5%
0.01%0.0%
Q1 2022$92,000
-2.1%
9290.0%0.01%0.0%
Q4 2021$94,000
+8.0%
9290.0%0.01%0.0%
Q3 2021$87,000
-3.3%
9290.0%0.01%0.0%
Q2 2021$90,000
+2.3%
9290.0%0.01%
-12.5%
Q1 2021$88,000
-47.0%
929
-50.0%
0.01%
+14.3%
Q4 2020$166,000
+4050.0%
1,858
+3405.7%
0.01%
+600.0%
Q1 2016$4,000530.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders