Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 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$16,000
-5.9%
200
+1.0%
0.00%0.0%
Q1 2022$17,000
+6.2%
1980.0%0.00%0.0%
Q4 2021$16,000
+6.7%
198
+1.0%
0.00%0.0%
Q3 2021$15,0000.0%196
+1.0%
0.00%0.0%
Q2 2021$15,0000.0%194
+1.0%
0.00%0.0%
Q1 2021$15,000
+15.4%
192
+0.5%
0.00%0.0%
Q4 2020$13,000
-27.8%
191
-34.8%
0.00%
-50.0%
Q3 2020$18,0000.0%293
+0.3%
0.01%
-14.3%
Q2 2020$18,000
+12.5%
292
+0.7%
0.01%0.0%
Q1 2020$16,000
-27.3%
290
+0.3%
0.01%
-12.5%
Q4 2019$22,000
+4.8%
289
+1.0%
0.01%
-11.1%
Q3 2019$21,0000.0%286
+0.4%
0.01%0.0%
Q2 2019$21,000
+5.0%
285
+1.1%
0.01%
-10.0%
Q1 2019$20,000
+11.1%
2820.0%0.01%
-16.7%
Q4 2018$18,000
-10.0%
282
+0.4%
0.01%0.0%
Q3 2018$20,000
+66.7%
281
+60.6%
0.01%
-7.7%
Q2 2018$12,000
-36.8%
175
-37.7%
0.01%
-7.1%
Q1 2018$19,000
+137.5%
281
+165.1%
0.01%
+133.3%
Q4 2017$8,0000.0%1060.0%0.01%
-14.3%
Q3 2017$8,000
+14.3%
1060.0%0.01%0.0%
Q2 2017$7,0000.0%1060.0%0.01%0.0%
Q1 2017$7,0000.0%106
+1.0%
0.01%
-30.0%
Q4 2016$7,0001050.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 132,286$10,326,2459.40%
DHK Financial Advisors, Inc. 39,719$3,100,4992.76%
Pacific Wealth Management 49,069$3,830,2892.52%
FFG RETIREMENT ADVISORS LLC 33,600$2,622,8162.18%
Ledge Wealth Management, Inc. 61,187$4,776,2672.14%
New Legacy Group, LLC 10,000$780,6002.13%
WIN ADVISORS, INC 55,716$4,349,2082.13%
Linscomb Wealth, Inc. 391,182$30,535,6371.79%
PBMares Wealth Management LLC 36,727$2,866,8861.03%
ShoreHaven Wealth Partners, LLC 18,427$1,438,3740.99%
View complete list of WISDOMTREE TR shareholders