Baystate Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,113
-0.9%
65
+1.6%
0.00%
Q2 2023$5,158
-2.3%
640.0%0.00%
Q1 2023$5,277
+105440.0%
64
+1.6%
0.00%
Q4 2022$5630.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ledge Wealth Management, Inc. 103,396$9,108,0005.66%
WJ Wealth Management, LLC 83,645$7,366,0004.90%
Clearwater Capital Advisors, LLC 322,612$28,419,0003.26%
DHK Financial Advisors, Inc. 37,307$3,286,0002.77%
Transparent Wealth Partners LLC 37,307$3,286,0002.77%
PBMares Wealth Management LLC 37,554$3,308,0002.04%
Linscomb Wealth, Inc. 431,376$38,000,0001.82%
ShoreHaven Wealth Partners, LLC 33,857$2,982,0001.57%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$13,214,0001.00%
Evanson Asset Management, LLC 98,850$8,708,0000.85%
View complete list of WISDOMTREE TR shareholders