Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 filers reported holding WISDOMTREE TR in Q3 2023. 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 2023
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 75,878$7,379,0001.16%
Jaffetilchin Investment Partners, LLC 165,586$14,983,0001.03%
White Pine Investment CO 26,295$2,557,0000.88%
WealthBridge Capital Management, LLC 22,756$2,213,0000.80%
Garrison Asset Management, LLC 9,953$968,0000.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30,925$3,007,0000.58%
Traverso Chambers Private Wealth Management, LLC 16,708$1,625,0000.51%
CAHILL FINANCIAL ADVISORS INC 22,380$2,176,0000.49%
Well Done, LLC 21,807$2,121,0000.47%
Ahrens Investment Partners LLC 8,817$857,0000.40%
View complete list of WISDOMTREE TR shareholders