FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 74 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$3,0000.0%960.0%0.00%0.0%
Q2 2019$3,0000.0%960.0%0.00%0.0%
Q1 2019$3,000
+50.0%
960.0%0.00%
Q4 2018$2,000
-33.3%
960.0%0.00%
-100.0%
Q3 2018$3,0000.0%960.0%0.00%0.0%
Q2 2018$3,000960.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Lake Point Wealth Management 641,627$27,699,00012.76%
Choice Wealth Advisors, LLC 245,788$10,611,0008.60%
WESCAP Management Group, Inc. 510,858$22,054,0006.41%
Summit Asset Management, LLC 360,491$15,562,0004.88%
Cardinal Point Wealth Management LLC 237,089$10,235,0004.81%
Trinity Wealth Management, LLC 145,094$6,264,0004.74%
Sculati Wealth Management, LLC 172,527$7,448,0003.95%
SPC Financial, Inc. 695,870$30,041,0003.72%
DHJJ Financial Advisors, Ltd. 62,147$2,689,0001.39%
Corbenic Partners LLC 129,645$5,597,0001.36%
View complete list of WISDOMTREE TR shareholders