Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders