Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 37 filers reported holding WISDOMTREE TR in Q1 2022. 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
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 Q1 2022
NameSharesValueWeighting ↓
Traverso Chambers Private Wealth Management, LLC 287,634$11,615,0005.55%
XPONANCE, INC. 106,990$4,319,0002.38%
Telos Capital Management, Inc. 69,293$2,798,0000.77%
American Portfolios Advisors 17,710$715,1600.06%
GHP Investment Advisors, Inc. 11,082$447,0000.06%
FIRST MIDWEST BANK TRUST DIVISION 5,607$226,0000.03%
WEDBUSH SECURITIES INC 7,523$304,0000.03%
Capital Advisors, Ltd. LLC 2,281$92,0000.02%
OLD NATIONAL BANCORP /IN/ 9,490$383,0000.02%
Private Ocean, LLC 1,925$78,0000.02%
View complete list of WISDOMTREE TR shareholders