Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 117 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$0
-100.0%
5
-95.4%
0.00%
-100.0%
Q1 2020$7,000
-92.5%
108
-89.2%
0.00%
-91.4%
Q4 2019$93,000
+6.9%
1,002
+0.5%
0.04%
-10.3%
Q3 2019$87,000
-44.2%
997
-45.1%
0.04%
-41.8%
Q2 2019$156,000
+15.6%
1,817
+15.1%
0.07%
-2.9%
Q1 2019$135,000
+43.6%
1,579
+29.6%
0.07%
+11.3%
Q4 2018$94,000
+308.7%
1,218
+383.3%
0.06%
+342.9%
Q3 2018$23,000
+155.6%
252
+129.1%
0.01%
+100.0%
Q1 2018$9,000
-10.0%
110
+0.9%
0.01%0.0%
Q4 2017$10,000
+11.1%
109
+0.9%
0.01%
-12.5%
Q3 2017$9,0000.0%108
+0.9%
0.01%
-11.1%
Q2 2017$9,0000.0%107
+0.9%
0.01%0.0%
Q1 2017$9,0000.0%106
+1.0%
0.01%
-25.0%
Q4 2016$9,0001050.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders