Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 137 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$13,000
+18.2%
336
+36.0%
0.00%
+50.0%
Q1 2022$11,000
-42.1%
247
-40.3%
0.00%
-33.3%
Q4 2021$19,000
+11.8%
414
+4.8%
0.00%0.0%
Q3 2021$17,000
+21.4%
395
+24.6%
0.00%0.0%
Q2 2021$14,000
+16.7%
317
+10.1%
0.00%0.0%
Q1 2021$12,000
-29.4%
288
-34.5%
0.00%
-25.0%
Q4 2020$17,000
+6.2%
4400.0%0.00%
-20.0%
Q3 2020$16,000
+220.0%
440
+197.3%
0.01%
+150.0%
Q2 2020$5,000
+25.0%
1480.0%0.00%0.0%
Q1 2020$4,000
-20.0%
148
+7.2%
0.00%0.0%
Q4 2019$5,0000.0%1380.0%0.00%0.0%
Q3 2019$5,0000.0%1380.0%0.00%0.0%
Q2 2019$5,000
+25.0%
1380.0%0.00%0.0%
Q1 2019$4,0000.0%1380.0%0.00%
-33.3%
Q4 2018$4,0000.0%1380.0%0.00%
+50.0%
Q3 2018$4,0001380.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Summit Asset Management, LLC 320,910$10,298,0004.77%
WESCAP Management Group, Inc. 159,201$5,108,0002.59%
Ifrah Financial Services, Inc. 191,047$6,131,0002.17%
Price Wealth, LLC 146,720$4,708,0001.75%
Colorado Capital Management, Inc. 41,369$1,327,0000.96%
SYM FINANCIAL Corp 49,608$1,592,0000.89%
VALLEY NATIONAL ADVISERS INC 74,639$2,395,0000.83%
CX Institutional 71,472$2,294,0000.76%
RiverFront Investment Group, LLC 846,329$27,158,0000.64%
Vestpro Financial Partners, Inc. dba CPF Texas 29,415$944,0000.45%
View complete list of WISDOMTREE TR shareholders