Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 33 filers reported holding WISDOMTREE TR in Q3 2021. 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 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 Q3 2021
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 127,723$7,489,3725.06%
Private Wealth Strategies, L.L.C. 177,058$10,382,2742.63%
Carlson Capital Management 71,448$4,189,5390.27%
RVW Wealth, LLC 27,297$1,600,6310.20%
Kestra Advisory Services, LLC 260,751$15,289,8000.17%
Valtinson Bruner Financial Planning LLC 3,811$223,4680.13%
O'Brien Greene & Co. Inc 4,500$2640.10%
Ridgewood Investments LLC 1,274$74,7040.05%
CWM, LLC 112,532$6,5990.04%
M Holdings Securities, Inc. 5,434$3190.03%
View complete list of WISDOMTREE TR shareholders