FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 165 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,477,160
+3.2%
117,769
+8.4%
0.62%
+4.0%
Q2 2023$7,242,031
+17.0%
108,641
+9.5%
0.60%
+2.6%
Q1 2023$6,187,207
+11.9%
99,249
+8.3%
0.58%
+2.8%
Q4 2022$5,529,174
+30.3%
91,603
+16.4%
0.57%
+15.2%
Q3 2022$4,244,000
-6.1%
78,718
-0.1%
0.49%
-3.0%
Q2 2022$4,518,000
+5.2%
78,828
+16.9%
0.51%
+22.5%
Q1 2022$4,293,000
+35.5%
67,428
+40.2%
0.41%
+38.0%
Q4 2021$3,168,000
+242.5%
48,100
+210.2%
0.30%
+203.0%
Q3 2021$925,0000.0%15,5060.0%0.10%0.0%
Q2 2021$925,000
+44.8%
15,506
+38.8%
0.10%
+35.6%
Q1 2021$639,000
-0.6%
11,170
-6.2%
0.07%
-8.8%
Q4 2020$643,000
-0.3%
11,910
-8.5%
0.08%
-8.0%
Q3 2020$645,000
+5.6%
13,019
-3.2%
0.09%
-3.3%
Q2 2020$611,000
-40.0%
13,451
-48.6%
0.09%
-55.9%
Q1 2020$1,018,000
-52.9%
26,155
-41.4%
0.20%
-46.2%
Q4 2019$2,163,000
-0.9%
44,632
-7.8%
0.38%
-11.4%
Q3 2019$2,183,000
+0.4%
48,426
-2.8%
0.43%
-5.1%
Q2 2019$2,174,000
+3.0%
49,813
+1.6%
0.45%
+3.9%
Q1 2019$2,111,000
+34.3%
49,047
+19.6%
0.43%
+13.6%
Q4 2018$1,572,000
+31.2%
41,012
+52.4%
0.38%
+72.1%
Q3 2018$1,198,000
+46.3%
26,913
+34.6%
0.22%
+35.4%
Q2 2018$819,000
+182.4%
19,989
+172.3%
0.16%
+90.7%
Q1 2018$290,0007,3410.09%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 162,460$6,731,0005.47%
Live Your Vision, LLC 338,810$14,768,0004.95%
Carroll Financial Associates, Inc. 1,076,705$44,607,0004.88%
Clearwater Capital Advisors, LLC 526,161$21,799,0004.78%
Blue Edge Capital, LLC 210,367$8,715,505,0003.48%
BEACON FINANCIAL GROUP 388,232$16,084,0002.80%
Relative Value Partners Group, LLC 522,466$21,646,0002.40%
BOSTON FINANCIAL MANGEMENT LLC 835,107$34,598,0002.32%
Allen Capital Group, LLC 128,099$5,307,0002.30%
BREITER CAPITAL MANAGEMENT INC 37,828$1,567,0002.25%
View complete list of WISDOMTREE TR shareholders