FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 79 filers reported holding WISDOMTREE TR in Q3 2022. 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 2022
NameSharesValueWeighting ↓
Stokes Capital Advisors, LLC 44,279$1,582,0001.07%
Linscomb Wealth, Inc. 290,390$10,374,0000.85%
Clearwater Capital Advisors, LLC 107,887$3,854,0000.85%
LVM CAPITAL MANAGEMENT LTD/MI 67,805$2,422,0000.55%
Seneca House Advisors 12,959$463,0000.40%
Gemmer Asset Management LLC 24,318$869,0000.30%
Denver PWM, LLC 9,795$341,0000.26%
Sargent Bickham Lagudis LLC 58,893$2,104,0000.25%
CADENCE BANK NA 14,984$536,0000.20%
YorkBridge Wealth Partners, LLC 7,511$254,0000.12%
View complete list of WISDOMTREE TR shareholders