Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 177 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$12,000
-45.5%
443
-16.3%
0.00%
-50.0%
Q1 2022$22,000
-43.6%
529
-29.3%
0.00%
-33.3%
Q4 2021$39,000
-2.5%
748
+7.3%
0.01%
-14.3%
Q3 2021$40,000
+48.1%
697
+42.0%
0.01%
+40.0%
Q2 2021$27,000
-6.9%
491
-17.8%
0.01%
-28.6%
Q1 2021$29,000
-27.5%
597
-20.5%
0.01%
-30.0%
Q4 2020$40,000
+33.3%
751
+7.1%
0.01%0.0%
Q3 2020$30,0007010.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Edgehill Endowment Partners, LLC 1,444,917$45,803,8698.09%
Selective Wealth Management, Inc. 353,411$11,277,3375.63%
SFI Advisors, LLC 40,010$1,268,3171.20%
KM Capital Management Ltd. 44,096$1,397,8431.01%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$4,533,6180.93%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$12,154,6890.86%
Clearwater Capital Advisors, LLC 215,635$6,835,6300.81%
Thrive Capital Management, LLC 41,307$1,309,4320.75%
Joseph P. Lucia & Associates, LLC 30,609$970,3050.65%
EPIQ Capital Group, LLC 39,398$1,248,9270.63%
View complete list of WISDOMTREE TR shareholders