Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 43 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$64,472
-42.5%
1,638
-40.0%
0.00%0.0%
Q1 2024$112,052
+3.4%
2,7310.0%0.00%
-50.0%
Q4 2023$108,355
+5.6%
2,7310.0%0.00%0.0%
Q3 2023$102,587
-3.7%
2,7310.0%0.00%0.0%
Q2 2023$106,501
-11.8%
2,731
-12.1%
0.00%
-20.0%
Q1 2023$120,728
+177441.2%
3,107
+64.0%
0.01%
+25.0%
Q4 2022$68
-99.9%
1,8940.0%0.00%0.0%
Q3 2022$58,000
-47.3%
1,894
-39.0%
0.00%
-20.0%
Q2 2022$110,000
-50.7%
3,107
-44.1%
0.01%
-16.7%
Q1 2022$223,000
-4.3%
5,5560.0%0.01%
+20.0%
Q4 2021$233,000
-28.5%
5,556
-30.4%
0.01%
-44.4%
Q3 2021$326,000
-5.5%
7,9860.0%0.01%0.0%
Q2 2021$345,000
+1.8%
7,9860.0%0.01%0.0%
Q1 2021$339,0007,9860.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 44,024$1,665,0000.81%
Jacobus Wealth Management, Inc. 25,775$975,0000.30%
Geneos Wealth Management Inc. 43,194$1,637,0000.24%
TRUST CO OF VERMONT 36,098$1,366,0000.18%
Clal Insurance Enterprises Holdings Ltd 138,700$5,246,0000.13%
PEAPACK GLADSTONE FINANCIAL CORP 46,740$1,767,707,0000.12%
TCI Wealth Advisors, Inc. 5,118$194,0000.11%
GHP Investment Advisors, Inc. 10,466$396,0000.08%
Capital Advisors, Ltd. LLC 3,904$148,0000.07%
OLD NATIONAL BANCORP /IN/ 25,491$964,0000.06%
View complete list of WISDOMTREE TR shareholders