Baystate Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 25 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$54,041
+160.5%
2,645
+147.0%
0.00%
+100.0%
Q2 2023$20,749
+13.8%
1,071
+8.1%
0.00%0.0%
Q1 2023$18,237
+121480.0%
9910.0%0.00%
+100.0%
Q4 2022$15
-99.9%
991
+0.1%
0.00%
-50.0%
Q3 2022$17,000
-5.6%
9900.0%0.00%0.0%
Q2 2022$18,000
-28.0%
9900.0%0.00%0.0%
Q1 2022$25,000
-16.7%
990
-13.1%
0.00%
-33.3%
Q4 2021$30,000
+3.4%
1,139
+0.4%
0.00%0.0%
Q3 2021$29,000
+3.6%
1,1350.0%0.00%0.0%
Q2 2021$28,0001,1350.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Procyon Advisors, LLC 73,661$1,504,8940.15%
S. R. Schill & Associates 13,864$283,2420.14%
GREAT VALLEY ADVISOR GROUP, INC. 102,361$2,091,2270.09%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 22,589$544,1180.07%
Claro Advisors LLC 13,417$274,1060.07%
Rise Advisors, LLC 1,601$32,7180.03%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,000$204,3000.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,402$212,5030.02%
FLOW TRADERS U.S. LLC 13,613$2780.01%
DB Wealth Management Group, LLC 680$13,8920.01%
View complete list of WISDOMTREE TR shareholders