Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$371,474
-4.9%
4,176
+0.0%
0.01%0.0%
Q2 2023$390,497
-13.3%
4,175
-15.0%
0.01%
-22.2%
Q1 2023$450,304
+170469.7%
4,913
+71.1%
0.02%
+20.0%
Q4 2022$264
-99.9%
2,871
+0.0%
0.02%
+7.1%
Q3 2022$234,000
-55.9%
2,870
-52.1%
0.01%
-36.4%
Q2 2022$531,000
-30.8%
5,988
-22.7%
0.02%
+4.8%
Q1 2022$767,000
-2.0%
7,742
+0.0%
0.02%
+23.5%
Q4 2021$783,000
+7.7%
7,741
+0.0%
0.02%
-10.5%
Q3 2021$727,000
-3.3%
7,738
+0.0%
0.02%
-5.0%
Q2 2021$752,000
+1.9%
7,737
-1.1%
0.02%0.0%
Q1 2021$738,0007,8250.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders