Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 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$72,000
-11.1%
2,551
+0.1%
0.02%
+7.1%
Q1 2022$81,000
-8.0%
2,548
-4.5%
0.01%
-6.7%
Q4 2021$88,000
-32.3%
2,669
-36.5%
0.02%
-34.8%
Q3 2021$130,000
-9.7%
4,205
-7.1%
0.02%
-11.5%
Q2 2021$144,000
-4.0%
4,526
-5.9%
0.03%
-23.5%
Q1 2021$150,000
+87.5%
4,812
+60.4%
0.03%
+70.0%
Q4 2020$80,000
+77.8%
3,000
+41.3%
0.02%
+33.3%
Q3 2020$45,000
-2.2%
2,123
-1.9%
0.02%
-16.7%
Q2 2020$46,000
-72.3%
2,165
-76.5%
0.02%
-76.3%
Q1 2020$166,000
-58.6%
9,232
-33.9%
0.08%
-49.3%
Q4 2019$401,000
-20.6%
13,972
-24.3%
0.15%
-33.9%
Q3 2019$505,000
+7.9%
18,447
+6.5%
0.23%
+12.4%
Q2 2019$468,000
+34.1%
17,322
+36.7%
0.20%
+12.8%
Q1 2019$349,000
+49.8%
12,674
+33.4%
0.18%
+17.0%
Q4 2018$233,000
+25.3%
9,501
+52.0%
0.15%
+37.8%
Q3 2018$186,000
+447.1%
6,252
+437.6%
0.11%
+208.3%
Q2 2018$34,000
-62.2%
1,163
-65.2%
0.04%
-46.3%
Q1 2018$90,000
+30.4%
3,340
+43.4%
0.07%
+28.8%
Q4 2017$69,000
+6.2%
2,329
+202.1%
0.05%
-10.3%
Q3 2017$65,000
+6.6%
771
+0.8%
0.06%
-9.4%
Q2 2017$61,000
+1.7%
765
+0.5%
0.06%
+1.6%
Q1 2017$60,000
+13.2%
761
+17.6%
0.06%
-12.5%
Q4 2016$53,0006470.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 287,741$8,1143.62%
Del-Sette Capital Management, LLC 125,124$3,528,5053.47%
H&H Retirement Design & Management INC 156,355$4,293,5052.97%
Melone Private Wealth, LLC 136,079$3,837,4412.74%
HC Advisors, LLC 155,534$4,386,0592.61%
Kades & Cheifetz LLC 112,692$3,177,9252.52%
VAUGHAN & Co SECURITIES, INC. 97,323$2,744,4982.04%
INVENIO WEALTH PARTNERS LLC 67,319$1,898,3961.73%
DB Wealth Management Group, LLC 90,340$2,547,5771.61%
Key FInancial Inc 146,897$4,142,5061.40%
View complete list of WISDOMTREE TR shareholders