FLAGSHIP HARBOR ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 163 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$274,000
-21.0%
6,6890.0%0.03%
-21.2%
Q4 2021$347,000
-6.0%
6,689
+1.2%
0.03%
-17.5%
Q3 2021$369,0000.0%6,6090.0%0.04%0.0%
Q2 2021$369,000
+36.7%
6,609
+17.8%
0.04%
+29.0%
Q1 2021$270,000
+138.9%
5,609
+110.9%
0.03%
+106.7%
Q3 2020$113,000
+3.7%
2,659
-5.2%
0.02%
-6.2%
Q2 2020$109,0002,8040.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Orca Investment Management, LLC 41,499$2,224,0002.33%
NORTHSTAR ASSET MANAGEMENT Co LLC 139,885$7,495,0002.13%
ALBION FINANCIAL GROUP /UT 403,472$21,618,0002.12%
Clarity Wealth Advisors, LLC 61,165$3,277,0001.99%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$20,634,0001.91%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 52,556$2,864,0001.87%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$7,696,0001.71%
Rollins Financial 65,058$3,486,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 48,278$2,587,0001.59%
Joseph P. Lucia & Associates, LLC 42,383$2,271,0001.58%
View complete list of WISDOMTREE TR shareholders