FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 47 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
Q3 2023$235,895
-2.9%
5,7270.0%0.02%0.0%
Q2 2023$242,996
+2.1%
5,7270.0%0.02%
-9.1%
Q1 2023$238,072
+3.4%
5,7270.0%0.02%
-8.3%
Q4 2022$230,283
+11.8%
5,7270.0%0.02%0.0%
Q3 2022$206,000
-9.3%
5,7270.0%0.02%
-4.0%
Q2 2022$227,000
-11.3%
5,7270.0%0.02%0.0%
Q1 2022$256,000
-6.2%
5,7270.0%0.02%
-3.8%
Q4 2021$273,000
+2.6%
5,7270.0%0.03%
-10.3%
Q3 2021$266,0000.0%5,7270.0%0.03%0.0%
Q2 2021$266,000
+0.8%
5,7270.0%0.03%
-3.3%
Q1 2021$264,000
+16.3%
5,7270.0%0.03%
+7.1%
Q4 2020$227,000
+29.7%
5,7270.0%0.03%
+16.7%
Q3 2020$175,000
+2.3%
5,7270.0%0.02%
-4.0%
Q2 2020$171,000
+18.8%
5,7270.0%0.02%
-13.8%
Q1 2020$144,000
-35.1%
5,727
-2.6%
0.03%
-25.6%
Q4 2019$222,000
+6.2%
5,8770.0%0.04%
-4.9%
Q3 2019$209,000
+0.5%
5,8770.0%0.04%
-4.7%
Q2 2019$208,000
+110.1%
5,877
+104.3%
0.04%
+115.0%
Q1 2019$99,000
+11.2%
2,8770.0%0.02%
-9.1%
Q4 2018$89,000
-16.8%
2,8770.0%0.02%
+10.0%
Q3 2018$107,000
+1.9%
2,8770.0%0.02%
-4.8%
Q2 2018$105,0002,8770.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 475,635$17,085,0004.99%
Joseph Group Capital Management 30,799$1,107,0001.21%
Venturi Wealth Management, LLC 241,547$8,683,0000.83%
Collaborative Wealth Managment Inc. 20,468$736,0000.52%
Linscomb Wealth, Inc. 196,108$7,050,0000.43%
CERTUITY, LLC 50,422$1,813,0000.42%
LVM CAPITAL MANAGEMENT LTD/MI 64,426$2,316,0000.35%
XML Financial, LLC 58,891$2,117,0000.29%
Truadvice, LLC 10,937$448,0000.25%
My Legacy Advisors, LLC 12,073$450,0000.23%
View complete list of WISDOMTREE TR shareholders