Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 16 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$14,000
-6.7%
603
+0.2%
0.00%0.0%
Q1 2022$15,000
-6.2%
6020.0%0.00%0.0%
Q4 2021$16,0000.0%6020.0%0.00%0.0%
Q3 2021$16,000
+6.7%
602
+6.9%
0.00%0.0%
Q2 2021$15,000
-59.5%
563
-61.4%
0.00%
-62.5%
Q1 2021$37,000
-72.8%
1,458
-73.5%
0.01%
-76.5%
Q4 2020$136,000
-8.7%
5,511
-11.4%
0.03%
-29.2%
Q3 2020$149,000
+13.7%
6,223
+10.2%
0.05%
-4.0%
Q2 2020$131,000
+2.3%
5,648
-7.4%
0.05%
-13.8%
Q1 2020$128,000
+1728.6%
6,099
+2273.2%
0.06%
+1833.3%
Q4 2019$7,0002570.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Insight Advisors, LLC/ PA 47,961$1,178,2100.27%
AVANTAX ADVISORY SERVICES, INC. 801,345$19,685,8290.22%
EPG Wealth Management LLC 6,357$156,1580.05%
OLD MISSION CAPITAL LLC 30,379$746,2910.02%
NBC SECURITIES, INC. 5,423$1330.02%
Private Advisor Group, LLC 55,512$1,363,7080.01%
RFG Advisory, LLC 10,151$249,3790.01%
RVW Wealth, LLC 3,121$76,6700.01%
Covestor Ltd 134$30.00%
HARBOUR INVESTMENTS, INC. 1,133$27,8240.00%
View complete list of WISDOMTREE TR shareholders