Baystate Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$080.0%0.00%
Q3 2022$0
-100.0%
8
-78.9%
0.00%
Q2 2022$1,000
-99.0%
38
-98.8%
0.00%
-100.0%
Q1 2022$104,000
+333.3%
3,194
+395.2%
0.01%
+350.0%
Q4 2021$24,000
-25.0%
645
-25.8%
0.00%
-33.3%
Q3 2021$32,000
+433.3%
869
+475.5%
0.00%
+200.0%
Q2 2021$6,0000.0%1510.0%0.00%0.0%
Q1 2021$6,0001510.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders