Baystate Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 124 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,656
-4.1%
52
+2.0%
0.00%
Q2 2023$4,856
+2.7%
510.0%0.00%
Q1 2023$4,730
+94500.0%
510.0%0.00%
Q4 2022$5
-100.0%
51
-65.3%
0.00%
-100.0%
Q4 2020$12,000
-95.0%
147
-95.9%
0.00%
-98.4%
Q3 2015$242,000
-8.0%
3,606
+0.9%
0.06%
-11.3%
Q2 2015$263,0003,5750.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders