Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb & Williams, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders