Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

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 Q2 2022
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders