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 ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders