Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 39 filers reported holding WISDOMTREE TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Truvestments Capital LLC 7,330$261,0000.15%
XML Financial, LLC 11,819$420,0000.10%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,877$102,0000.05%
Urban Wealth Management, LLC 400$14,0000.05%
Larson Financial Group LLC 5,488$195,0000.03%
Sigma Planning Corp 15,117$538,0000.02%
Founders Financial Alliance, LLC 726$26,0000.01%
American Portfolios Advisors 7,435$264,3690.01%
GHP Investment Advisors, Inc. 3,588$128,0000.01%
OLD NATIONAL BANCORP /IN/ 8,090$288,0000.01%
View complete list of WISDOMTREE TR shareholders