FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WTMF and the CUSIP is 97717W125. A total of 48 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$30,000
-42.3%
881
-41.3%
0.00%
-50.0%
Q2 2020$52,000
-58.1%
1,502
-56.1%
0.01%
-68.0%
Q1 2020$124,000
-22.0%
3,421
-20.3%
0.02%
-10.7%
Q4 2019$159,000
-37.4%
4,295
-35.7%
0.03%
-44.0%
Q3 2019$254,000
-29.6%
6,684
-30.1%
0.05%
-33.3%
Q2 2019$361,000
-2.7%
9,5660.0%0.08%
-1.3%
Q1 2019$371,000
-7.0%
9,566
-7.2%
0.08%
-21.6%
Q4 2018$399,000
-5.2%
10,3070.0%0.10%
+24.4%
Q3 2018$421,000
+2.7%
10,3070.0%0.08%
-4.9%
Q2 2018$410,000
-39.5%
10,307
-39.7%
0.08%
-59.4%
Q1 2018$678,000
-25.0%
17,080
-24.1%
0.20%
-22.3%
Q4 2017$904,000
-22.1%
22,516
-25.0%
0.26%
-30.9%
Q3 2017$1,160,000
-5.2%
30,007
-4.7%
0.38%
-11.5%
Q2 2017$1,224,000
-8.3%
31,494
-6.1%
0.42%
-16.7%
Q1 2017$1,335,000
-6.7%
33,546
-5.0%
0.51%
-17.5%
Q4 2016$1,431,00035,2960.62%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
RFG Advisory, LLC 38,321$1,535,0000.72%
Cambria Investment Management, L.P. 127,083$5,090,0000.71%
Bruderman Asset Management, LLC 37,529$1,503,0000.38%
FLAGSHIP HARBOR ADVISORS, LLC 22,516$904,0000.26%
Capital Asset Advisory Services LLC 6,602$264,0000.24%
Ken Stern & Associates, Inc. 11,473$459,0000.20%
Belpointe Asset Management LLC 15,050$603,0000.13%
SAGE FINANCIAL GROUP INC 16,402$657,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 36,054$1,444,0000.10%
Cypress Wealth Services, LLC 5,274$211,0000.09%
View complete list of WISDOMTREE TR shareholders