Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$5,0000.0%142
+22.4%
0.00%0.0%
Q1 2022$5,000
+25.0%
1160.0%0.00%0.0%
Q4 2021$4,000
-42.9%
116
-34.8%
0.00%0.0%
Q3 2021$7,0000.0%1780.0%0.00%0.0%
Q2 2021$7,0000.0%1780.0%0.00%
-50.0%
Q1 2021$7,000
-63.2%
178
-64.9%
0.00%
-60.0%
Q4 2020$19,000
+11.8%
5070.0%0.01%
-16.7%
Q3 2020$17,0000.0%5070.0%0.01%
-14.3%
Q2 2020$17,000
+13.3%
5070.0%0.01%0.0%
Q1 2020$15,000
-68.1%
507
-54.2%
0.01%
-61.1%
Q4 2019$47,000
-71.7%
1,107
-73.9%
0.02%
-76.0%
Q3 2019$166,000
+37.2%
4,243
+42.6%
0.08%
+44.2%
Q2 2019$121,000
+317.2%
2,975
+308.7%
0.05%
+246.7%
Q1 2019$29,000
+38.1%
728
+30.0%
0.02%
+7.1%
Q4 2018$21,000
-32.3%
560
-25.5%
0.01%
-26.3%
Q3 2018$31,000
+181.8%
752
+183.8%
0.02%
+58.3%
Q2 2018$11,000
-85.3%
265
-84.9%
0.01%
-78.2%
Q1 2018$75,000
+275.0%
1,755
+304.4%
0.06%
+266.7%
Q4 2017$20,000
+5.3%
434
+0.2%
0.02%
-11.8%
Q3 2017$19,000
+5.6%
433
+0.2%
0.02%
-10.5%
Q2 2017$18,000
+5.9%
432
+0.7%
0.02%
+5.6%
Q1 2017$17,0000.0%429
+0.2%
0.02%
-21.7%
Q4 2016$17,0004280.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Vertex Planning Partners, LLC 611,241$22,123,9957.62%
BOS Asset Management, LLC 37,274$1,349,1400.99%
Breakwater Capital Group 39,837$1,408,2380.48%
CAHILL FINANCIAL ADVISORS INC 76,672$2,775,1730.46%
Formidable Asset Management, LLC 52,678$1,906,6880.42%
Evanson Asset Management, LLC 110,422$3,996,7300.37%
WealthPLAN Partners, LLC 55,099$1,994,3190.23%
Hilltop Partners LLC 15,068$545,3890.23%
Wealthcare Advisory Partners LLC 99,344$3,595,7730.16%
PrairieView Partners, LLC 31,963$1,1560.16%
View complete list of WISDOMTREE TR shareholders