FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 245 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.63 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 Q3 2018
NameSharesValueWeighting ↓
JD Financial Services Inc. 293,510$12,075,00013.17%
MENLO ADVISORS LLC 146,295$6,018,0003.98%
VAUGHAN & Co SECURITIES, INC. 89,571$3,685,0003.27%
Asset Management Advisors, LLC 82,650$3,400,0003.10%
ASPIRIANT, LLC 963,418$39,632,0002.70%
Larson Financial Group LLC 155,648$6,403,0002.18%
FUKOKU MUTUAL LIFE INSURANCE Co 458,000$18,842,0001.94%
AVANTAX ADVISORY SERVICES, INC. 1,891,043$77,705,0001.85%
McNamara Financial Services, Inc. 107,758$3,797,0001.29%
JNBA Financial Advisors 186,971$7,692,0001.26%
View complete list of WISDOMTREE TR shareholders