Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 17 filers reported holding WISDOMTREE TR in Q3 2020. 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$118,000
-31.8%
2,483
-30.4%
0.02%
-22.6%
Q1 2022$173,000
-55.6%
3,566
-53.8%
0.03%
-52.3%
Q4 2021$390,000
+1.0%
7,715
+2.6%
0.06%
-4.4%
Q3 2021$386,000
-62.4%
7,518
-62.3%
0.07%
-63.6%
Q2 2021$1,026,000
-38.2%
19,924
-38.4%
0.19%
-50.8%
Q1 2021$1,660,000
-8.6%
32,365
-7.7%
0.38%
-16.7%
Q4 2020$1,817,000
+590.9%
35,062
+588.6%
0.46%
+430.2%
Q3 2020$263,000
+23.5%
5,092
+23.7%
0.09%
+6.2%
Q2 2020$213,000
+47.9%
4,118
+42.1%
0.08%
+22.7%
Q1 2020$144,000
-25.4%
2,898
-23.6%
0.07%
-8.3%
Q4 2019$193,000
+19.1%
3,793
+19.0%
0.07%
-1.4%
Q3 2019$162,0003,1880.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 114,248$5,783,0001.33%
MONECO Advisors, LLC 31,264$1,559,0000.59%
DB Wealth Management Group, LLC 3,800$192,0000.11%
Patriot Financial Group Insurance Agency, LLC 7,715$390,0000.06%
NewSquare Capital LLC 6,310$319,0000.03%
Private Advisor Group, LLC 56,143$2,841,0000.02%
RFG Advisory, LLC 5,797$293,0000.02%
Covestor Ltd 199$10,0000.01%
Professional Financial Advisors, LLC 407$21,0000.01%
Newbridge Financial Services Group, Inc. 295$15,0000.01%
View complete list of WISDOMTREE TR shareholders