Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 85 filers reported holding WISDOMTREE TR in Q3 2017. 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 2022$160,000
-12.6%
3,470
+3.5%
0.03%
-3.0%
Q1 2022$183,000
+2.2%
3,354
+5.5%
0.03%
+10.0%
Q4 2021$179,000
+11.9%
3,178
+3.0%
0.03%
+7.1%
Q3 2021$160,000
+1.3%
3,085
+2.3%
0.03%
-3.4%
Q2 2021$158,000
+16.2%
3,017
+13.3%
0.03%
-6.5%
Q1 2021$136,000
+12.4%
2,663
-4.1%
0.03%
+3.3%
Q4 2020$121,000
+75.4%
2,777
+36.7%
0.03%
+36.4%
Q3 2020$69,000
-10.4%
2,032
-14.5%
0.02%
-24.1%
Q2 2020$77,000
-24.5%
2,376
-38.3%
0.03%
-38.3%
Q1 2020$102,000
-34.6%
3,848
+3.9%
0.05%
-20.3%
Q4 2019$156,000
+5.4%
3,704
-1.4%
0.06%
-11.9%
Q3 2019$148,000
+24.4%
3,758
+26.2%
0.07%
+31.4%
Q2 2019$119,000
+5.3%
2,977
+3.5%
0.05%
-12.1%
Q1 2019$113,000
+31.4%
2,877
+14.5%
0.06%
+1.8%
Q4 2018$86,000
-30.6%
2,512
-16.2%
0.06%
-23.0%
Q3 2018$124,000
+4033.3%
2,998
+3793.5%
0.07%
+2366.7%
Q2 2018$3,000
-96.0%
77
-96.1%
0.00%
-94.5%
Q1 2018$75,000
-7.4%
1,978
+0.2%
0.06%
-9.8%
Q4 2017$81,000
+9.5%
1,975
+0.3%
0.06%
-7.6%
Q3 2017$74,000
+76.2%
1,969
+67.1%
0.07%
+50.0%
Q2 2017$42,000
+2.4%
1,178
+0.3%
0.04%
+2.3%
Q1 2017$41,000
+2.5%
1,175
+201.3%
0.04%
-21.8%
Q4 2016$40,0003900.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders