Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 22 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$18,000
-37.9%
601
-47.3%
0.00%
-69.2%
Q1 2020$29,000
-38.3%
1,141
-22.9%
0.01%
-27.8%
Q4 2019$47,000
+80.8%
1,480
+60.9%
0.02%
+50.0%
Q3 2019$26,000
+13.0%
920
+16.0%
0.01%
+20.0%
Q2 2019$23,000
+53.3%
793
+55.8%
0.01%
+25.0%
Q1 2019$15,000
+275.0%
509
+216.1%
0.01%
+166.7%
Q4 2018$4,0001610.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 190,224$5,005,0003.89%
One Capital Management, LLC 1,695,744$44,615,0002.63%
CGN Advisors LLC 320,389$8,429,0002.11%
STRINGER ASSET MANAGEMENT, LLC 39,563$1,042,0001.62%
Cornerstone Wealth Management, LLC 491,964$12,944,0001.44%
JOURNEY STRATEGIC WEALTH LLC 238,013$6,262,0000.84%
Kathmere Capital Management, LLC 152,444$4,011,0000.80%
Empirical Asset Management, LLC 20,097$529,0000.58%
Revolve Wealth Partners, LLC 47,872$1,260,0000.42%
Mendel Money Management 15,787$415,0000.26%
View complete list of WISDOMTREE TR shareholders