Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 50 filers reported holding WISDOMTREE TR in Q3 2020. 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 Q3 2020
NameSharesValueWeighting ↓
Chessman Wealth Strategies RIA 297,930$11,709,00014.75%
CLEAR INVESTMENT RESEARCH, LLC 177,267$6,967,0004.56%
STERLING INVESTMENT ADVISORS LLC /ADV 79,780$3,135,0002.59%
Strategic Wealth Partners, Ltd. 95,538$3,755,0001.94%
Mosaic Financial Partners, Inc. 68,332$2,685,0001.63%
One Capital Management, LLC 122,139$4,800,0000.94%
Lattice Strategies LLC 28,045$1,102,0000.80%
OPTIMUM INVESTMENT ADVISORS 65,655$2,580,0000.76%
Paracle Advisors, LLC 41,740$1,640,0000.52%
FLOW TRADERS U.S. LLC 163,516$6,426,0000.50%
View complete list of WISDOMTREE TR shareholders