Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. 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$202,000
-52.0%
4,596
-46.2%
0.04%
-45.3%
Q1 2022$421,000
-26.7%
8,539
-21.9%
0.08%
-21.1%
Q4 2021$574,000
-10.5%
10,939
-10.2%
0.10%
-16.7%
Q3 2021$641,000
-3.0%
12,180
-2.8%
0.11%
-5.8%
Q2 2021$661,000
-17.3%
12,535
-18.4%
0.12%
-33.9%
Q1 2021$799,000
-21.7%
15,360
-21.0%
0.18%
-28.5%
Q4 2020$1,020,000
+3.2%
19,436
-1.5%
0.26%
-20.2%
Q3 2020$988,000
+32.3%
19,739
+28.6%
0.32%
+12.2%
Q2 2020$747,000
+116.5%
15,355
+99.1%
0.29%
+81.0%
Q1 2020$345,000
-20.9%
7,714
-7.7%
0.16%
-3.7%
Q4 2019$436,000
-0.2%
8,358
-1.4%
0.16%
-16.3%
Q3 2019$437,000
+11.8%
8,479
+11.4%
0.20%
+16.0%
Q2 2019$391,000
+21.1%
7,608
+19.8%
0.17%
+1.8%
Q1 2019$323,000
+84.6%
6,353
+72.1%
0.17%
+44.3%
Q4 2018$175,0003,6920.12%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Collaborative Wealth Managment Inc. 79,499$3,923,0002.26%
Private Wealth Strategies, L.L.C. 145,110$7,545,0002.09%
JD Financial Services Inc. 30,607$1,592,0002.02%
First Heartland Consultants, Inc. 53,447$2,780,0000.44%
AE Wealth Management LLC 538,685$28,014,0000.28%
CWM, LLC 570,964$30,129,0000.24%
Truadvice, LLC 15,400$805,0000.24%
Patriot Financial Group Insurance Agency, LLC 15,360$799,0000.18%
Acorn Wealth Advisors, LLC 4,751$247,0000.18%
Cornerstone Wealth Management, LLC 14,786$769,0000.09%
View complete list of WISDOMTREE TR shareholders