Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 68 filers reported holding WISDOMTREE TR in Q1 2019. 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$20,000
-20.0%
768
-15.5%
0.00%0.0%
Q1 2022$25,000
-24.2%
909
-16.9%
0.00%
-20.0%
Q4 2021$33,000
-13.2%
1,094
-8.8%
0.01%
-28.6%
Q3 2021$38,000
-7.3%
1,200
-5.5%
0.01%0.0%
Q2 2021$41,000
-26.8%
1,270
-27.0%
0.01%
-46.2%
Q1 2021$56,000
-33.3%
1,739
-28.1%
0.01%
-38.1%
Q4 2020$84,000
-6.7%
2,419
-14.5%
0.02%
-27.6%
Q3 2020$90,000
+11.1%
2,830
+11.9%
0.03%
-6.5%
Q2 2020$81,000
+1.2%
2,530
-6.7%
0.03%
-16.2%
Q1 2020$80,000
-16.7%
2,711
+1.7%
0.04%
+2.8%
Q4 2019$96,000
-27.8%
2,666
-31.3%
0.04%
-40.0%
Q3 2019$133,000
-17.4%
3,879
-14.2%
0.06%
-13.0%
Q2 2019$161,000
+8.8%
4,522
+4.5%
0.07%
-9.2%
Q1 2019$148,000
+31.0%
4,326
+28.2%
0.08%
+2.7%
Q4 2018$113,000
+66.2%
3,375
+63.8%
0.07%
+80.5%
Q3 2018$68,000
+17.2%
2,060
+21.4%
0.04%
-33.9%
Q2 2018$58,000
-17.1%
1,697
-5.5%
0.06%
+19.2%
Q1 2018$70,0000.0%1,796
+0.1%
0.05%0.0%
Q4 2017$70,000
+2.9%
1,794
+0.1%
0.05%
-14.8%
Q3 2017$68,000
+1.5%
1,793
+0.1%
0.06%
-12.9%
Q2 2017$67,0000.0%1,792
+0.1%
0.07%
-1.4%
Q1 2017$67,000
-13.0%
1,790
-14.8%
0.07%
-32.4%
Q4 2016$77,0002,1010.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 13,897$478,00013.04%
CLEAR INVESTMENT RESEARCH, LLC 76,635$2,637,0005.65%
Pictet North America Advisors SA 975,727$33,575,0004.59%
STERLING INVESTMENT ADVISORS LLC /ADV 71,237$2,451,0001.95%
Foresight Wealth Management, LLC 54,350$1,870,0001.35%
Vontobel Swiss Wealth Advisors AG 44,000$1,514,0000.98%
Royal Fund Management, LLC 71,190$2,449,0000.68%
BANQUE PICTET & CIE SA 975,727$33,575,0000.64%
V Wealth Advisors LLC 30,576$1,052,0000.38%
Paracle Advisors, LLC 31,707$1,091,0000.26%
View complete list of WISDOMTREE TR shareholders