Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 26 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$216,998
-7.1%
2,973
-3.8%
0.03%
-13.5%
Q1 2024$233,693
+10.4%
3,091
+0.1%
0.04%
-7.5%
Q4 2023$211,689
+23.1%
3,089
-4.7%
0.04%
+14.3%
Q2 2022$172,000
-7.5%
3,243
+7.3%
0.04%
+6.1%
Q1 2022$186,000
+2.2%
3,023
+5.3%
0.03%
+10.0%
Q4 2021$182,000
+4.0%
2,870
-2.8%
0.03%
-3.2%
Q3 2021$175,000
-10.3%
2,952
-9.7%
0.03%
-13.9%
Q2 2021$195,000
+6.0%
3,268
+100.0%
0.04%
-14.3%
Q1 2021$184,000
-4.7%
1,634
-16.4%
0.04%
-12.5%
Q4 2020$193,000
+8.4%
1,954
-9.1%
0.05%
-17.2%
Q3 2020$178,000
-6.8%
2,150
-11.5%
0.06%
-20.5%
Q2 2020$191,000
-17.0%
2,430
-31.7%
0.07%
-30.5%
Q1 2020$230,000
-37.3%
3,559
-8.1%
0.10%
-23.9%
Q4 2019$367,000
+138.3%
3,874
+119.2%
0.14%
+100.0%
Q3 2019$154,000
+2980.0%
1,767
+2845.0%
0.07%
+3350.0%
Q2 2019$5,000600.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
RVW Wealth, LLC 28,110$2,000,0000.25%
BALASA DINVERNO & FOLTZ LLC 54,968$3,286,0000.24%
Laurel Wealth Advisors, Inc. 14,024$838,0000.11%
Tacita Capital Inc 1,760$105,0000.06%
CWM, LLC 127,292$7,608,0000.06%
MURPHY CAPITAL MANAGEMENT INC 8,460$505,0000.06%
Cambria Investment Management, L.P. 3,847$230,0000.04%
Patriot Financial Group Insurance Agency, LLC 3,268$195,0000.04%
Accel Wealth Management 920$55,0000.04%
Raymond James Financial Services Advisors, Inc. 203,421$12,159,0000.02%
View complete list of WISDOMTREE TR shareholders