Sargent Bickham Lagudis LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 69 filers reported holding WISDOMTREE TR in Q2 2021. 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
Q4 2022$3,198
+6.6%
80
+1.3%
0.00%
Q3 2022$3,0000.0%79
+1.3%
0.00%
Q2 2022$3,0000.0%780.0%0.00%
Q1 2022$3,000
-25.0%
78
+1.3%
0.00%
Q4 2021$4,000
+33.3%
770.0%0.00%
Q3 2021$3,000
-25.0%
77
+1.3%
0.00%
Q2 2021$4,000
+33.3%
760.0%0.00%
Q1 2021$3,000
-50.0%
76
-50.0%
0.00%
Q4 2020$6,000
+200.0%
152
+102.7%
0.00%
Q3 2020$2,0000.0%750.0%0.00%
Q2 2020$2,0000.0%75
+1.4%
0.00%
Q1 2020$2,000
+100.0%
74
+155.2%
0.00%
Q3 2019$1,0000.0%290.0%0.00%
Q2 2019$1,000
-80.0%
29
-78.7%
0.00%
-100.0%
Q1 2019$5,000
-87.8%
136
-89.6%
0.00%
-80.0%
Q4 2018$41,000
-98.2%
1,309
-97.8%
0.01%
-98.1%
Q3 2018$2,239,000
+19.1%
59,379
+15.9%
0.26%
+13.7%
Q2 2018$1,880,000
+1.8%
51,240
-4.7%
0.23%
+1.3%
Q1 2018$1,847,000
-12.2%
53,764
-8.7%
0.23%
-8.4%
Q4 2017$2,104,000
-0.7%
58,893
-4.0%
0.25%
-4.6%
Q3 2017$2,118,000
+16.9%
61,378
+12.6%
0.26%
+13.9%
Q2 2017$1,812,000
+6.0%
54,496
+5.5%
0.23%
+4.5%
Q1 2017$1,709,00051,6640.22%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Linscomb Wealth, Inc. 326,498$11,323,0000.95%
Intelligence Driven Advisers, LLC 44,503$1,543,0000.84%
Cardan Capital Partners, LLC 149,675$5,191,0000.84%
ACG Wealth 162,528$5,636,0000.76%
Clearwater Capital Advisors, LLC 78,494$2,722,0000.51%
LVM CAPITAL MANAGEMENT LTD/MI 62,385$2,163,0000.50%
Starfire Investment Advisers, Inc. 24,089$835,0000.38%
Omega Financial Group, LLC 14,002$486,0000.36%
Denver PWM, LLC 13,842$497,0000.32%
CADENCE BANK NA 21,000$728,0000.28%
View complete list of WISDOMTREE TR shareholders