Baystate Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 292 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 1.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$734,158
-12.1%
26,033
-10.3%
0.06%
-13.0%
Q2 2023$835,210
+1.1%
29,010
+0.3%
0.07%
-4.2%
Q1 2023$826,048
+103414.8%
28,923
+3.1%
0.07%
-1.4%
Q4 2022$798
-94.7%
28,054
+3359.2%
0.07%
+3550.0%
Q1 2020$15,000
-34.8%
811
+0.4%
0.00%
-33.3%
Q4 2019$23,0008080.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders