Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 38 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$3,0000.0%140
+4.5%
0.00%0.0%
Q1 2022$3,000
-62.5%
134
-50.4%
0.00%0.0%
Q4 2021$8,0000.0%270
+0.4%
0.00%0.0%
Q3 2021$8,000
-11.1%
269
-14.1%
0.00%
-50.0%
Q2 2021$9,000
-55.0%
313
-53.4%
0.00%
-60.0%
Q1 2021$20,000
-77.0%
672
-78.2%
0.01%
-77.3%
Q4 2020$87,000
+67.3%
3,078
+42.4%
0.02%
+29.4%
Q3 2020$52,000
+40.5%
2,162
+31.0%
0.02%
+21.4%
Q2 2020$37,000
+85.0%
1,650
+56.0%
0.01%
+55.6%
Q1 2020$20,0001,0580.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 81,126$1,801,0001.32%
One Capital Management, LLC 781,105$17,340,0001.03%
Professional Financial Advisors, LLC 25,018$555,0000.31%
Sowell Financial Services LLC 28,095$1,405,0000.13%
FLOW TRADERS U.S. LLC 87,868$1,951,0000.10%
Capital Advisors, Ltd. LLC 19,623$436,0000.08%
KMG FIDUCIARY PARTNERS, LLC 16,881$375,0000.07%
Lansing Street Advisors 2,650$59,0000.05%
Princeton Global Asset Management LLC 5,418$120,0000.04%
OLD MISSION CAPITAL LLC 59,623$1,324,0000.04%
View complete list of WISDOMTREE TR shareholders