Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 104 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$348,283
-8.6%
7,390
-2.8%
0.05%
-16.4%
Q1 2024$381,105
-3.5%
7,604
-4.1%
0.06%
-18.7%
Q4 2023$395,084
+14.4%
7,930
-0.6%
0.08%
+5.6%
Q3 2023$345,323
-4.5%
7,981
-1.1%
0.07%
+4.4%
Q2 2023$361,558
+7.9%
8,069
+4.1%
0.07%0.0%
Q1 2023$335,119
-7.1%
7,754
-8.5%
0.07%
+41.7%
Q4 2022$360,794
-0.9%
8,471
-8.8%
0.05%
-46.1%
Q3 2022$364,000
-7.4%
9,288
-2.8%
0.09%
+11.2%
Q2 2022$393,000
-19.8%
9,553
-6.5%
0.08%
-8.0%
Q1 2022$490,000
-8.1%
10,221
-1.4%
0.09%
-2.2%
Q4 2021$533,000
+16.9%
10,365
+9.8%
0.09%
+9.9%
Q3 2021$456,000
-2.1%
9,441
+0.0%
0.08%
-4.7%
Q2 2021$466,000
+60.1%
9,440
+53.9%
0.08%
+26.9%
Q1 2021$291,000
-13.6%
6,134
-29.3%
0.07%
-20.2%
Q4 2020$337,000
-1.2%
8,677
-24.0%
0.08%
-24.3%
Q3 2020$341,000
-19.6%
11,414
-23.6%
0.11%
-31.5%
Q2 2020$424,000
-44.5%
14,937
-56.3%
0.16%
-53.6%
Q1 2020$764,000
-43.3%
34,213
-2.4%
0.35%
-31.0%
Q4 2019$1,348,000
+5.0%
35,048
-2.8%
0.51%
-12.3%
Q3 2019$1,284,000
+2.0%
36,062
+1.7%
0.58%
+6.3%
Q2 2019$1,259,000
+10.1%
35,448
+12.0%
0.54%
-7.3%
Q1 2019$1,143,000
+46.2%
31,653
+29.7%
0.59%
+13.8%
Q4 2018$782,000
+11.9%
24,409
+39.1%
0.52%
+23.5%
Q3 2018$699,000
+50.6%
17,552
+46.4%
0.42%
-15.9%
Q2 2018$464,000
+64.0%
11,989
+48.2%
0.50%
+137.3%
Q1 2018$283,000
+988.5%
8,092
+1031.7%
0.21%
+1000.0%
Q4 2017$26,000
+73.3%
715
+63.2%
0.02%
+46.2%
Q3 2017$15,000
+150.0%
438
+139.3%
0.01%
+116.7%
Q2 2017$6,0000.0%183
+0.5%
0.01%0.0%
Q1 2017$6,0000.0%182
+198.4%
0.01%
-25.0%
Q4 2016$6,000610.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 215,763$17,850,0005.45%
SVA Wealth Management, LLC 169,396$14,014,0005.09%
Gradient Investments LLC 252,801$20,914,0003.44%
CUTLER INVESTMENT COUNSEL LLC 64,763$5,358,0001.76%
Linscomb Wealth, Inc. 113,903$9,423,0001.04%
MOLLER WEALTH PARTNERS 13,326$1,102,0000.54%
CUE ADVISORY SERVICES, INC. 6,052$501,0000.53%
CULBERTSON A N & CO INC 12,450$1,030,0000.42%
Cambridge Investment Research Advisors, Inc. 80,048$6,622,0000.20%
LBMC INVESTMENT ADVISORS, LLC 10,581$875,0000.20%
View complete list of WISDOMTREE TR shareholders