Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 272 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$36,293
-2.1%
1,2870.0%0.00%0.0%
Q2 2023$37,053
+0.8%
1,2870.0%0.00%0.0%
Q1 2023$36,757
+308.4%
1,287
+263.6%
0.00%0.0%
Q3 2022$9,000
-80.4%
354
-78.4%
0.00%
-50.0%
Q2 2022$46,000
-68.1%
1,638
-63.8%
0.00%
-50.0%
Q1 2022$144,000
-90.3%
4,520
-90.0%
0.00%
-87.9%
Q4 2021$1,489,000
+605.7%
45,315
+563.1%
0.03%
+450.0%
Q3 2021$211,000
-3.2%
6,834
+0.0%
0.01%0.0%
Q2 2021$218,000
-85.4%
6,831
-85.7%
0.01%
-85.0%
Q1 2021$1,496,00047,6110.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 341,265$9,351,00019.28%
EisnerAmper Wealth Management Corporate Benefits, LLC 313,153$8,580,0007.20%
Starfire Investment Advisers, Inc. 326,609$8,949,0004.66%
Seneca House Advisors 145,267$3,980,0003.33%
CAPITAL WEALTH MANAGEMENT, LLC 125,031$3,426,0003.21%
Fluent Financial, LLC 143,748$3,920,0002.72%
Opus Capital Group, LLC 378,738$10,378,0002.61%
HC FINANCIAL ADVISORS INC 79,575$2,180,0002.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 112,073$3,071,0002.03%
Private Vista, LLC 233,709$6,404,0001.87%
View complete list of WISDOMTREE TR shareholders