Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 131 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
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 Q2 2021
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 97,615$7,144,0006.47%
JFS WEALTH ADVISORS, LLC 151,451$11,085,0005.69%
LVZ, Inc. 19,174$1,430,0000.80%
SONATA CAPITAL GROUP INC 10,060$736,0000.63%
CUTLER INVESTMENT COUNSEL LLC 18,819$1,377,0000.45%
J.P. Turner & Co Capital Mnagement, LLC 7,808$571,0000.44%
Investors Capital Advisory Services 30,833$2,256,0000.41%
Concert Wealth Management Inc. 24,874$1,821,0000.24%
WADE G W & INC 15,013$1,099,0000.22%
BENEDICT FINANCIAL ADVISORS INC 4,150$306,0000.20%
View complete list of WISDOMTREE TR shareholders