Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 131 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - 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 2018
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 145,958$10,259,00012.96%
Lowe Wealth Advisors, LLC 75,250$5,289,0003.60%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 100,192$7,043,0003.17%
CAHILL FINANCIAL ADVISORS INC 36,336$2,555,0002.09%
Jacobus Wealth Management, Inc. 103,267$7,259,0002.08%
Nadler Financial Group, Inc. 60,630$4,262,0001.92%
Jaffetilchin Investment Partners, LLC 77,784$5,467,0001.77%
Well Done, LLC 62,960$4,425,0001.56%
StrategIQ Financial Group, LLC 18,924$1,330,0001.36%
Twele Capital Management, Inc. 56,195$3,950,0001.20%
View complete list of WISDOMTREE TR shareholders