FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 39 filers reported holding WISDOMTREE TR in Q3 2018. 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
Q1 2019$74,000
+12.1%
2,9950.0%0.02%
-6.2%
Q4 2018$66,000
+6.5%
2,995
+14.9%
0.02%
+45.5%
Q3 2018$62,000
-3.1%
2,606
+0.2%
0.01%
-15.4%
Q2 2018$64,0002,6010.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 239,361$5,107,9692.47%
One Capital Management, LLC 1,315,042$29,338,5871.30%
Professional Financial Advisors, LLC 32,351$721,7470.33%
Occidental Asset Management, LLC 50,086$1,117,4260.26%
NewEdge Wealth, LLC 295,806$6,599,4330.21%
Great Waters Wealth Management 23,592$524,2040.10%
Capital Advisors, Ltd. LLC 25,581$5710.09%
180 WEALTH ADVISORS, LLC 12,365$275,8630.06%
KMG FIDUCIARY PARTNERS, LLC 18,841$420,3460.06%
Princeton Global Asset Management LLC 7,333$163,5990.05%
View complete list of WISDOMTREE TR shareholders