Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 261 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$23,950
-2.1%
6390.0%0.00%0.0%
Q2 2023$24,455
-21.7%
639
-22.5%
0.00%0.0%
Q1 2023$31,235
+107606.9%
8250.0%0.00%
-50.0%
Q4 2022$29
-99.9%
8250.0%0.00%0.0%
Q3 2022$27,000
-12.9%
825
-2.1%
0.00%
+100.0%
Q2 2022$31,000
-38.0%
843
-26.5%
0.00%0.0%
Q1 2022$50,0000.0%1,147
+0.3%
0.00%0.0%
Q4 2021$50,0000.0%1,144
+0.4%
0.00%0.0%
Q3 2021$50,000
-3.8%
1,139
+0.6%
0.00%0.0%
Q2 2021$52,000
-78.5%
1,132
-79.4%
0.00%
-83.3%
Q1 2021$242,0005,4910.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arden Trust Co 703,801$28,630,6244.20%
WealthPLAN Partners, LLC 40,428$1,644,6110.17%
Montecito Bank & Trust 12,063$490,7230.11%
Anchor Investment Management, LLC 250$10,1700.00%
OPTIMUM INVESTMENT ADVISORS 56$2,2780.00%
MASSMUTUAL TRUST CO FSB/ADV 62$2,5220.00%
Global Wealth Strategies & Associates 1$360.00%
View complete list of WISDOMTREE TR shareholders