Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 88 filers reported holding WISDOMTREE TR in Q4 2021. 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$28,000
-17.6%
5050.0%0.01%0.0%
Q1 2022$34,000
-10.5%
5050.0%0.01%0.0%
Q4 2021$38,000
+5.6%
5050.0%0.01%0.0%
Q3 2021$36,000
-2.7%
5050.0%0.01%
-14.3%
Q2 2021$37,000
+5.7%
5050.0%0.01%
-12.5%
Q1 2021$35,000
+6.1%
5050.0%0.01%0.0%
Q4 2020$33,000
+22.2%
5050.0%0.01%
-11.1%
Q3 2020$27,000
+35.0%
505
+24.7%
0.01%
+12.5%
Q2 2020$20,000
-4.8%
405
-20.1%
0.01%
-20.0%
Q1 2020$21,000
+200.0%
507
+397.1%
0.01%
+233.3%
Q4 2019$7,000
+16.7%
1020.0%0.00%0.0%
Q3 2019$6,0000.0%1020.0%0.00%0.0%
Q2 2019$6,0000.0%1020.0%0.00%0.0%
Q1 2019$6,000
+20.0%
1020.0%0.00%0.0%
Q4 2018$5,000
-16.7%
1020.0%0.00%
-25.0%
Q3 2018$6,000
-14.3%
102
-7.3%
0.00%
-42.9%
Q2 2018$7,0000.0%110
+2.8%
0.01%
+40.0%
Q1 2018$7,000
-12.5%
1070.0%0.01%
-16.7%
Q4 2017$8,000
-68.0%
107
-70.0%
0.01%
-72.7%
Q3 2017$25,000
+8.7%
357
+0.3%
0.02%
-8.3%
Q2 2017$23,000
+9.5%
356
+0.6%
0.02%
+9.1%
Q1 2017$21,000
+5.0%
3540.0%0.02%
-18.5%
Q4 2016$20,0003540.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 262,911$13,794,9381.14%
Virtus Family Office LLC 8,315$436,2880.79%
Hedges Asset Management LLC 10,500$550,9350.48%
FLOW TRADERS U.S. LLC 75,621$3,9680.19%
Sovereign Financial Group, Inc. 7,593$398,4050.14%
Financial Planning & Information Services, Inc. 13,316$698,6910.13%
TFG Advisers LLC 5,063$265,6510.12%
Conservest Capital Advisors, Inc. 15,998$839,4070.10%
St. Louis Trust Co 3,970$208,3060.04%
FinTrust Capital Advisors, LLC 2,500$131,1750.03%
View complete list of WISDOMTREE TR shareholders