Patriot Financial Group Insurance Agency, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SHAG and the CUSIP is 97717Y808. A total of 21 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$7,0000.0%1370.0%0.00%0.0%
Q1 2022$7,000
-41.7%
137
-39.9%
0.00%
-50.0%
Q4 2021$12,0000.0%2280.0%0.00%0.0%
Q3 2021$12,0000.0%2280.0%0.00%0.0%
Q2 2021$12,000
-47.8%
228
-49.2%
0.00%
-60.0%
Q1 2021$23,0000.0%449
-0.2%
0.01%
-16.7%
Q4 2020$23,0000.0%4500.0%0.01%
-14.3%
Q3 2020$23,0000.0%4500.0%0.01%
-22.2%
Q2 2020$23,0000.0%450
-1.1%
0.01%
-18.2%
Q1 2020$23,000
-89.8%
455
-89.8%
0.01%
-86.9%
Q4 2019$225,000
+3.2%
4,466
+3.3%
0.08%
-14.3%
Q3 2019$218,000
+31.3%
4,324
+31.1%
0.10%
+36.1%
Q2 2019$166,000
+24.8%
3,299
+22.9%
0.07%
+5.9%
Q1 2019$133,000
+72.7%
2,685
+70.8%
0.07%
+33.3%
Q4 2018$77,0001,5720.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
PACIFIC CAPITAL WEALTH ADVISORS, INC 50,494$2,530,0001.91%
Savant Capital, LLC 41,966$2,103,0000.20%
OneDigital Investment Advisors LLC 40,262$2,018,0000.18%
ProVise Management Group, LLC 21,111$1,058,0000.18%
Institute for Wealth Management, LLC. 7,273$364,0000.11%
WEBSTER BANK, N. A. 5,648$283,0000.05%
LPL Financial LLC 164,551$8,246,0000.02%
JANE STREET GROUP, LLC 330,968$16,585,0000.02%
Patriot Financial Group Insurance Agency, LLC 455$23,0000.01%
Winch Advisory Services, LLC 248$12,0000.01%
View complete list of WISDOMTREE TR shareholders