Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders