Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 15, 2021	SELL	$32.21 - $36.6 $83,037 - $94,354	-2,578 Closed	0 $0
Q3 2020 Oct 21, 2020	BUY	$30.8 - $35.26 $79,402 - $90,900	2,578 New	2,578 $86,000

Others Institutions Holding NTSX

# of Institutions

Shares Held

15.3M

Call Options Held

Put Options Held

Halbert Hargrove Global Advisors, LLC

6.11M
Shares

$285 Million
15.89% of portfolio
Rational Advisors LLC Huntington, NY

1.18M
Shares

$55 Million
5.89% of portfolio
Cwm, LLC

1.14M
Shares

$53 Million
0.23% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

882K
Shares

$41.2 Million
1.23% of portfolio
Wj Interests, LLC Sugar Land, TX

852K
Shares

$39.8 Million
21.69% of portfolio

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About WISDOMTREE TR WISDOMTREE U.S.

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