FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 297 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$6,0000.0%1030.0%0.00%0.0%
Q2 2020$6,000
+50.0%
103
+47.1%
0.00%0.0%
Q1 2020$4,000
-33.3%
70
-14.6%
0.00%0.0%
Q4 2019$6,000
-40.0%
82
-49.1%
0.00%
-50.0%
Q3 2019$10,0000.0%1610.0%0.00%0.0%
Q2 2019$10,000
-16.7%
161
-19.5%
0.00%0.0%
Q1 2019$12,000
-45.5%
200
-50.0%
0.00%
-60.0%
Q4 2018$22,000
-12.0%
4000.0%0.01%0.0%
Q3 2018$25,000
-32.4%
400
-33.3%
0.01%
-28.6%
Q2 2018$37,0006000.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Permanens Capital L.P. 503,187$36,612,0007.52%
Wealthgate Family Office, LLC 55,784$4,059,0005.52%
J.Safra Asset Management Corp 129,941$9,455,0004.42%
Private Portfolio Partners LLC 71,666$5,214,4431.69%
Activest Wealth Management 20,421$1,486,0001.22%
CONDOR CAPITAL MANAGEMENT 94,146$6,850,0000.81%
LAKE STREET PRIVATE WEALTH, LLC 31,609$2,300,0000.64%
BTR CAPITAL MANAGEMENT INC 57,526$4,186,0000.61%
Psagot Value Holdings Ltd. 231,173$16,820,0000.38%
Livingston Group Asset Management CO (operating as Southport Capital Management) 19,723$1,435,0000.38%
View complete list of WISDOMTREE TR shareholders