Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$25,000
-3.8%
3500.0%0.00%0.0%
Q2 2021$26,000
+8.3%
3500.0%0.00%0.0%
Q1 2021$24,0000.0%3500.0%0.00%
+100.0%
Q4 2020$24,0003500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 979,164$59,161,00017.99%
HARVEST CAPITAL MANAGEMENT INC 172,027$10,394,0004.89%
CUMBERLAND ADVISORS INC 102,750$6,208,0003.97%
SUMMIT CAPITAL MANAGEMENT LLC 160,105$9,674,0003.47%
Gemmer Asset Management LLC 59,421$3,590,0002.42%
Financial Management Professionals, Inc. 52,741$3,186,0002.11%
VICUS CAPITAL 61,940$3,742,0001.21%
Northeast Financial Consultants Inc 34,100$2,060,0001.17%
RiverFront Investment Group, LLC 748,272$45,210,0001.12%
Perella Weinberg Partners Capital Management LP 211,942$12,806,0000.96%
View complete list of WISDOMTREE TR shareholders