FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 238 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$961,0000.0%30,1360.0%0.10%0.0%
Q2 2021$961,000
+1647.3%
30,136
+1048.0%
0.10%
+1371.4%
Q3 2020$55,0000.0%2,6250.0%0.01%
-12.5%
Q2 2020$55,000
+17.0%
2,6250.0%0.01%
-11.1%
Q1 2020$47,000
-90.0%
2,625
-83.9%
0.01%
-89.0%
Q4 2019$468,000
+4.9%
16,3100.0%0.08%
-5.7%
Q3 2019$446,000
+1.6%
16,310
+0.5%
0.09%
-4.4%
Q2 2019$439,000
-1.6%
16,2290.0%0.09%
-1.1%
Q1 2019$446,000
+25.3%
16,229
+11.6%
0.09%
+5.7%
Q4 2018$356,000
-14.4%
14,537
+2.7%
0.09%
+13.0%
Q3 2018$416,000
-0.7%
14,1550.0%0.08%
-8.3%
Q2 2018$419,000
+11.4%
14,155
+1.6%
0.08%
-25.0%
Q1 2018$376,000
-8.1%
13,9360.0%0.11%
-5.1%
Q4 2017$409,000
+7.3%
13,936
+208.9%
0.12%
-4.8%
Q3 2017$381,000
+5.8%
4,5120.0%0.12%
-0.8%
Q2 2017$360,000
+1.4%
4,5120.0%0.12%
-8.1%
Q1 2017$355,000
-3.3%
4,5120.0%0.14%
-13.9%
Q4 2016$367,0004,5120.16%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders