Baystate Wealth Management LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 237 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,038
-2.7%
810.0%0.00%–
Q2 2023$5,179
+3.5%
81
+1.2%
0.00%–
Q1 2023$5,006
+100020.0%
800.0%0.00%–
Q4 2022$5–80
+3900.0%
0.00%–
Q3 2022$0–20.0%0.00%–
Q2 2022$0–20.0%0.00%–
Q1 2022$0–20.0%0.00%–
Q4 2021$0–2
+100.0%
0.00%–
Q3 2021$0–10.0%0.00%–
Q2 2021$0–10.0%0.00%–
Q1 2021$0–10.0%0.00%–
Q4 2020$0–10.0%0.00%–
Q3 2020$0–10.0%0.00%–
Q2 2020$0–10.0%0.00%–
Q1 2020$0–10.0%0.00%–
Q4 2019$0–10.0%0.00%–
Q3 2019$0
-100.0%
10.0%0.00%–
Q2 2019$1,0000.0%10.0%0.00%–
Q1 2019$1,0000.0%10.0%0.00%–
Q4 2018$1,0000.0%10.0%0.00%–
Q3 2018$1,0000.0%10.0%0.00%–
Q2 2018$1,0000.0%1
-50.0%
0.00%–
Q1 2018$1,0000.0%20.0%0.00%–
Q4 2017$1,0000.0%20.0%0.00%–
Q3 2017$1,0000.0%20.0%0.00%–
Q2 2017$1,0000.0%20.0%0.00%–
Q1 2017$1,0000.0%2
-99.9%
0.00%–
Q4 2016$1,000
-99.5%
2,046
-37.3%
0.00%
-100.0%
Q3 2015$220,000
-6.4%
3,262
+0.7%
0.06%
-9.5%
Q2 2015$235,000–3,239–0.06%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 14,580$967,8200.36%
OPTIMUM INVESTMENT ADVISORS 1,130$75,0090.04%
Pacifica Partners Inc. 784$50,1920.02%
Bartlett & Co. LLC 1,233$820.00%
View complete list of WISDOMTREE TR shareholders