Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 241 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$23,000
-65.7%
1,265
-45.8%
0.00%
-57.1%
Q4 2019$67,000
+4.7%
2,3350.0%0.01%
-12.5%
Q3 2019$64,000
+1.6%
2,3350.0%0.01%
+14.3%
Q2 2019$63,000
-1.6%
2,3350.0%0.01%0.0%
Q1 2019$64,000
-28.1%
2,335
-35.4%
0.01%
-41.7%
Q4 2018$89,000
-16.8%
3,6120.0%0.01%
-7.7%
Q3 2018$107,0000.0%3,6120.0%0.01%0.0%
Q2 2018$107,000
+8.1%
3,6120.0%0.01%
+8.3%
Q1 2018$99,000
-5.7%
3,6120.0%0.01%
-7.7%
Q4 2017$105,000
+4.0%
3,612
+200.0%
0.01%0.0%
Q3 2017$101,000
+4.1%
1,2040.0%0.01%
+8.3%
Q2 2017$97,0000.0%1,2040.0%0.01%
-7.7%
Q1 2017$97,000
-3.0%
1,2040.0%0.01%
-13.3%
Q4 2016$100,000
+9.9%
1,2040.0%0.02%
+7.1%
Q3 2016$91,000
+111.6%
1,204
+99.3%
0.01%
+100.0%
Q2 2016$43,000
+2.4%
6040.0%0.01%0.0%
Q1 2016$42,0006040.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 103,182$8,670,0007.46%
Cranberry Lake Advisors LLC 113,755$9,559,0006.05%
Starfire Investment Advisers, Inc. 110,768$9,307,0005.64%
TMD & ASSOCIATES, INC 51,393$4,319,0004.00%
Opus Capital Group, LLC 132,423$11,128,0002.53%
Jacobus Wealth Management, Inc. 107,348$9,020,0002.36%
Private Vista, LLC 110,397$9,277,0002.03%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,896$2,680,0001.89%
INSPIRION WEALTH ADVISORS, LLC 40,560$3,408,0001.73%
PALLADIUM PARTNERS LLC 267,441$22,474,0001.71%
View complete list of WISDOMTREE TR shareholders