BOSTON FINANCIAL MANGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PLAT and the CUSIP is 97717Y717. A total of 12 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BOSTON FINANCIAL MANGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$932,551
-2.1%
37,539
-1.1%
0.04%
-9.8%
Q3 2022$953,000
-57.2%
37,959
-54.4%
0.04%
-57.3%
Q2 2022$2,229,000
-13.3%
83,188
+19.9%
0.10%
-2.0%
Q1 2022$2,572,000
+44.9%
69,367
+71.6%
0.10%
+50.8%
Q4 2021$1,775,000
+7.8%
40,413
+12.9%
0.06%
-3.0%
Q3 2021$1,646,00035,8080.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Hudock, Inc. 67,298$2,088,6160.50%
Team Financial Group, LLC 115$3,5760.00%
Asset Dedication, LLC 432$130.00%
CREATIVE FINANCIAL DESIGNS INC /ADV 161$4,9970.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 810$25,1380.00%
BANK OF MONTREAL /CAN/ 688$22,3600.00%
Citadel Advisors 11,718$363,6690.00%
Geneos Wealth Management Inc. 100$3,1040.00%
CWM, LLC 1,012$310.00%
View complete list of WISDOMTREE TR shareholders