Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2021
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders