Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 54 filers reported holding WISDOMTREE TR in Q2 2022. 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$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 Q2 2022
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 239,478$9,114,5334.91%
CGN Advisors LLC 740,826$28,195,8313.58%
SPC Financial, Inc. 961,455$36,592,9833.44%
One Capital Management, LLC 2,404,591$91,518,7333.32%
Hennion & Walsh Asset Management, Inc. 1,265,044$48,147,5722.57%
Trilogy Capital Inc. 1,067,762$40,639,0372.34%
FFG RETIREMENT ADVISORS LLC 82,420$3,136,9052.21%
Revolve Wealth Partners, LLC 318,721$12,130,5152.07%
FSA Advisors, Inc. 29,664$1,129,0121.21%
Security Financial Services, INC. 115,908$4,411,4581.00%
View complete list of WISDOMTREE TR shareholders