Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 39 filers reported holding WISDOMTREE TR in Q4 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
Q3 2022$210,000
-8.7%
8,052
-2.0%
0.05%
+8.5%
Q2 2022$230,000
-12.2%
8,213
-3.8%
0.05%0.0%
Q1 2022$262,000
-2.6%
8,539
-2.1%
0.05%
+4.4%
Q4 2021$269,000
-3.6%
8,726
-6.6%
0.04%
-8.2%
Q3 2021$279,000
-18.4%
9,345
-16.2%
0.05%
-21.0%
Q2 2021$342,000
-5.5%
11,145
-8.3%
0.06%
-25.3%
Q1 2021$362,000
-17.0%
12,153
-22.4%
0.08%
-23.9%
Q4 2020$436,000
-4.4%
15,655
-12.6%
0.11%
-26.4%
Q3 2020$456,000
-1.5%
17,920
-2.0%
0.15%
-16.4%
Q2 2020$463,000
-16.9%
18,282
-24.9%
0.18%
-30.3%
Q1 2020$557,000
-67.5%
24,337
-56.9%
0.25%
-60.4%
Q4 2019$1,712,000
+33.4%
56,493
+26.9%
0.64%
+11.3%
Q3 2019$1,283,000
-0.5%
44,503
+0.9%
0.58%
+3.6%
Q2 2019$1,290,000
+22.7%
44,105
+19.6%
0.56%
+3.3%
Q1 2019$1,051,000
+62.2%
36,881
+47.5%
0.54%
+26.5%
Q4 2018$648,000
+1372.7%
25,000
+1574.5%
0.43%
+1538.5%
Q3 2018$44,0001,4930.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders