FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 191 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$2,120,0000.0%46,4010.0%0.23%
+0.4%
Q2 2021$2,120,000
-44.4%
46,401
-46.0%
0.23%
-47.6%
Q1 2021$3,811,000
+31.0%
85,917
+21.5%
0.43%
+19.9%
Q4 2020$2,910,000
+6226.1%
70,741
+5291.8%
0.36%
+5916.7%
Q3 2020$46,000
-27.0%
1,312
-25.8%
0.01%
-33.3%
Q2 2020$63,000
-91.1%
1,768
-92.0%
0.01%
-93.7%
Q1 2020$711,000
-4.4%
22,060
+35.7%
0.14%
+9.2%
Q4 2019$744,000
+427.7%
16,251
+373.0%
0.13%
+364.3%
Q3 2019$141,000
-6.6%
3,436
+1.1%
0.03%
-9.7%
Q2 2019$151,000
+2.0%
3,397
+0.5%
0.03%
+3.3%
Q1 2019$148,000
+9.6%
3,381
+0.1%
0.03%
-9.1%
Q4 2018$135,000
-27.0%
3,378
-19.9%
0.03%
-2.9%
Q3 2018$185,000
+3.4%
4,215
+0.8%
0.03%
-5.6%
Q2 2018$179,000
-16.0%
4,180
-19.9%
0.04%
-51.4%
Q2 2017$213,000
-4.5%
5,220
-4.5%
0.07%
-12.9%
Q1 2017$223,000
+2.3%
5,467
-4.0%
0.08%
-9.6%
Q4 2016$218,0005,6950.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$4,786,0009.46%
Larson Financial Group LLC 120,740$5,273,0006.03%
JGP Wealth Management, LLC 283,358$12,374,0004.95%
Accredited Investors Inc. 407,191$17,782,0004.39%
MENLO ADVISORS LLC 131,255$5,731,0003.87%
Smart Money Group LLC 74,217$3,241,0002.94%
GM Advisory Group, LLC 207,910$9,079,0002.85%
Cornerstone Capital, Inc. 385,121$16,818,0002.56%
McNamara Financial Services, Inc. 113,988$4,978,0002.10%
Bridgecreek Investment Management, LLC 199,675$8,720,0001.74%
View complete list of WISDOMTREE TR shareholders