Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWM and the CUSIP is 97717W703. A total of 125 filers reported holding WISDOMTREE TR in Q1 2019. 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$57,000
+375.0%
1,246
+437.1%
0.01%
+500.0%
Q1 2022$12,000
-77.4%
232
-76.3%
0.00%
-77.8%
Q4 2021$53,000
+341.7%
980
+322.4%
0.01%
+350.0%
Q3 2021$12,000
-7.7%
2320.0%0.00%0.0%
Q2 2021$13,000
+8.3%
2320.0%0.00%
-33.3%
Q1 2021$12,0000.0%2320.0%0.00%0.0%
Q4 2020$12,000
+9.1%
2320.0%0.00%
-25.0%
Q3 2020$11,000
+10.0%
2320.0%0.00%0.0%
Q2 2020$10,000
-9.1%
232
-18.6%
0.00%
-20.0%
Q1 2020$11,000
+120.0%
285
+213.2%
0.01%
+150.0%
Q3 2019$5,0000.0%910.0%0.00%0.0%
Q2 2019$5,0000.0%910.0%0.00%
-33.3%
Q1 2019$5,000
+25.0%
910.0%0.00%0.0%
Q4 2018$4,000910.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Shakespeare Wealth Management, LLC 342,399$18,517,0006.61%
Thrive Capital Management, LLC 84,741$4,583,0002.98%
MOLLER WEALTH PARTNERS 139,594$7,549,0002.41%
Pinnacle Wealth Planning Services, Inc. 206,391$11,162,0002.18%
Falcon Wealth Planning 119,386$6,456,0002.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 836,155$45,220,0002.03%
Smallwood Wealth Investment Management, LLC 39,220$2,121,0001.97%
Octavia Wealth Advisors, LLC 130,426$7,053,0001.52%
Coulter & Justus Financial Services, LLC 34,472$1,864,0001.46%
Key FInancial Inc 39,516$2,137,0001.07%
View complete list of WISDOMTREE TR shareholders