Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$2,0000.0%670.0%0.00%
Q1 2022$2,0000.0%670.0%0.00%
Q4 2021$2,000
-80.0%
67
-74.9%
0.00%
-100.0%
Q3 2021$10,000
+11.1%
2670.0%0.00%0.0%
Q2 2021$9,000
+12.5%
2670.0%0.00%0.0%
Q1 2021$8,0000.0%2670.0%0.00%0.0%
Q4 2020$8,000
+300.0%
267
+298.5%
0.00%
+100.0%
Q3 2020$2,000
+100.0%
670.0%0.00%
Q2 2020$1,0000.0%670.0%0.00%
Q1 2020$1,000
-50.0%
670.0%0.00%
-100.0%
Q4 2019$2,0000.0%670.0%0.00%0.0%
Q3 2019$2,0000.0%670.0%0.00%0.0%
Q2 2019$2,0000.0%670.0%0.00%0.0%
Q1 2019$2,0000.0%670.0%0.00%0.0%
Q4 2018$2,0000.0%670.0%0.00%0.0%
Q3 2018$2,0000.0%67
+139.3%
0.00%
-50.0%
Q2 2018$2,0000.0%28
-58.8%
0.00%
+100.0%
Q1 2018$2,000680.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders