Baystate Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 312 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 3.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$18,000
-21.7%
4200.0%0.00%
-33.3%
Q4 2019$23,000
+9.5%
420
+1.2%
0.00%0.0%
Q3 2019$21,0000.0%415
+0.2%
0.00%0.0%
Q2 2019$21,0000.0%414
+1.2%
0.00%0.0%
Q1 2019$21,000
-66.1%
409
-67.1%
0.00%
-66.7%
Q4 2018$62,000
-8.8%
1,245
+0.6%
0.01%
-25.0%
Q3 2018$68,000
+1.5%
1,238
-0.1%
0.01%
+20.0%
Q2 2018$67,000
-5.6%
1,239
-0.6%
0.01%
-9.1%
Q1 2018$71,000
-6.6%
1,247
+2.7%
0.01%0.0%
Q4 2017$76,000
+13.4%
1,2140.0%0.01%0.0%
Q3 2017$67,000
+4.7%
1,214
-0.1%
0.01%0.0%
Q2 2017$64,000
+10.3%
1,215
+1.1%
0.01%0.0%
Q1 2017$58,000
-6.5%
1,2020.0%0.01%
-8.3%
Q4 2016$62,0001,2020.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Permanens Capital L.P. 596,645$52,653,9219.00%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 319,288$28,177,1665.96%
Black Swift Group, LLC 118,965$10,498,6613.43%
Smart Money Group LLC 80,483$7,102,6683.37%
Sharper & Granite LLC 65,120$5,746,8413.34%
Ayalon Insurance Comp Ltd. 77,787$6,8652.90%
First International Bank & Trust 84,063$7,418,5602.67%
Adams Wealth Management 70,308$6,204,6812.10%
MANCHESTER FINANCIAL INC 75,364$6,650,8411.95%
Bedell Frazier Investment Counselling, LLC 71,965$6,350,9121.90%
View complete list of WISDOMTREE TR shareholders