Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 88 filers reported holding WISDOMTREE TR in Q2 2021. 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
Q1 2021$4,000
-33.3%
68
-26.1%
0.00%
-50.0%
Q4 2020$6,000
+20.0%
92
+100.0%
0.00%0.0%
Q3 2020$5,0000.0%46
-17.9%
0.00%0.0%
Q2 2020$5,000560.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Legacy Capital Wealth Partners, LLC 183,904$12,393,0006.68%
OGOREK ANTHONY JOSEPH /NY/ /ADV 119,421$8,047,0003.60%
DeGreen Capital Management LLC 87,425$5,892,0001.98%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 88,990$5,997,0000.44%
Kalos Management, Inc. 14,603$848,0000.34%
JSF Financial, LLC 7,721$520,0000.31%
Psagot Value Holdings Ltd. 115,290$7,769,0000.28%
Bellecapital International Ltd. 13,025$878,0000.27%
Alliance Wealth Advisors, LLC 3,960$267,0000.24%
EVERMAY WEALTH MANAGEMENT LLC 18,966$1,278,0000.24%
View complete list of WISDOMTREE TR shareholders