Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 243 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 1.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$26,000
+188.9%
706
+225.3%
0.01%
+150.0%
Q1 2022$9,0000.0%217
+0.5%
0.00%
+100.0%
Q4 2021$9,000
-35.7%
216
-31.6%
0.00%
-50.0%
Q3 2021$14,000
-26.3%
316
-24.0%
0.00%
-33.3%
Q2 2021$19,000
-40.6%
416
-41.6%
0.00%
-57.1%
Q1 2021$32,000
-56.2%
712
-59.9%
0.01%
-61.1%
Q4 2020$73,000
-7.6%
1,777
-20.9%
0.02%
-30.8%
Q3 2020$79,000
-18.6%
2,246
-16.4%
0.03%
-29.7%
Q2 2020$97,000
-24.8%
2,687
-32.9%
0.04%
-37.3%
Q1 2020$129,000
-6.5%
4,005
+32.5%
0.06%
+13.5%
Q4 2019$138,000
-28.5%
3,022
-35.2%
0.05%
-40.2%
Q3 2019$193,000
+12.2%
4,666
+21.5%
0.09%
+17.6%
Q2 2019$172,000
+52.2%
3,839
+48.9%
0.07%
+27.6%
Q1 2019$113,000
+20.2%
2,578
+10.1%
0.06%
-6.5%
Q4 2018$94,000
-9.6%
2,342
-1.9%
0.06%0.0%
Q3 2018$104,000
+16.9%
2,387
+25.9%
0.06%
-6.1%
Q1 2018$89,000
-2.2%
1,896
-0.9%
0.07%
-2.9%
Q4 2017$91,000
+11.0%
1,913
+0.6%
0.07%
-6.8%
Q3 2017$82,000
+7.9%
1,901
+2.0%
0.07%
-7.6%
Q2 2017$76,000
+1.3%
1,864
+1.5%
0.08%0.0%
Q1 2017$75,000
-3.8%
1,836
-9.8%
0.08%
-26.2%
Q4 2016$78,0002,0360.11%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Larson Financial Group LLC 176,915$7,308,0004.78%
MENLO ADVISORS LLC 134,315$5,548,0003.88%
Spectrum Asset Management, Inc. (NB/CA) 127,923$5,285,0003.38%
AVANTAX ADVISORY SERVICES, INC. 1,818,803$75,073,0003.04%
Elwood & Goetz Wealth Advisory Group, LLC 77,738$3,211,0002.54%
MKD WEALTH COACHES, LLC 59,191$2,445,0002.54%
Accredited Investors Inc. 314,347$12,986,0002.50%
Cornerstone Capital, Inc. 347,380$14,350,0002.23%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,920,0002.19%
GM Advisory Group, LLC 169,148$6,987,0002.17%
View complete list of WISDOMTREE TR shareholders