Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 109 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$78,000
+1014.3%
1,347
+1147.2%
0.02%
+1500.0%
Q1 2022$7,0000.0%1080.0%0.00%0.0%
Q4 2021$7,000
+16.7%
108
+100.0%
0.00%0.0%
Q3 2021$6,0000.0%540.0%0.00%0.0%
Q2 2021$6,000
-86.4%
54
-86.1%
0.00%
-90.0%
Q1 2021$44,000
-76.0%
388
-77.7%
0.01%
-78.3%
Q4 2020$183,000
-10.3%
1,743
-19.9%
0.05%
-30.3%
Q3 2020$204,000
-10.5%
2,176
-14.1%
0.07%
-24.1%
Q2 2020$228,000
+13.4%
2,534
-1.4%
0.09%
-5.4%
Q1 2020$201,000
+9950.0%
2,569
+10176.0%
0.09%
+9100.0%
Q3 2018$2,0000.0%250.0%0.00%
-50.0%
Q2 2018$2,0000.0%250.0%0.00%
+100.0%
Q1 2018$2,0000.0%250.0%0.00%0.0%
Q4 2017$2,0000.0%250.0%0.00%
-50.0%
Q3 2017$2,0000.0%250.0%0.00%0.0%
Q2 2017$2,0000.0%250.0%0.00%0.0%
Q1 2017$2,000250.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
JD Financial Services Inc. 37,314$4,381,0004.00%
Connecticut Wealth Management, LLC 272,986$32,054,0002.80%
Kendall Capital Management 10,940$1,285,0000.70%
Capital Advisory Group Advisory Services, LLC 14,558$1,709,0000.62%
Certified Advisory Corp 19,513$2,291,0000.56%
LCNB CORP 9,019$1,059,0000.54%
SONATA CAPITAL GROUP INC 9,320$1,094,0000.49%
MOSELEY INVESTMENT MANAGEMENT INC 4,110$488,0000.24%
Gradient Capital Advisors, LLC 3,843$451,0000.21%
Blue Barn Wealth, LLC 2,002$235,0000.21%
View complete list of WISDOMTREE TR shareholders