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 ↓
COURIER CAPITAL LLC 263,010$14,686,9251.16%
Virtus Family Office LLC 8,163$455,8320.84%
Wallace Advisory Group, LLC 17,760$1,035,5590.79%
Hedges Asset Management LLC 10,500$586,3380.50%
Sovereign Financial Group, Inc. 9,766$545,3500.18%
Financial Planning & Information Services, Inc. 13,320$743,8110.14%
TFG Advisers LLC 5,111$285,4290.13%
Intercontinental Wealth Advisors, LLC 8,653$483,1980.12%
Conservest Capital Advisors, Inc. 15,948$890,5650.10%
St. Louis Trust Co 3,970$218,9850.04%
View complete list of WISDOMTREE TR shareholders