Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFHY and the CUSIP is 97717X172. A total of 40 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,708
-2.2%
1090.0%0.00%
Q2 2023$4,813
-1.3%
1090.0%0.00%
Q1 2023$4,877
+97440.0%
1090.0%0.00%
Q4 2022$5
-99.9%
1090.0%0.00%
Q3 2022$5,0000.0%1090.0%0.00%
Q2 2022$5,0000.0%1090.0%0.00%
Q1 2022$5,000
-16.7%
1090.0%0.00%
Q4 2021$6,0000.0%1090.0%0.00%
Q3 2021$6,0000.0%1090.0%0.00%
Q2 2021$6,0000.0%1090.0%0.00%
Q1 2021$6,0001090.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
JD Financial Services Inc. 114,649$6,034,0005.50%
Private Wealth Strategies, L.L.C. 154,140$8,096,0002.03%
ShoreHaven Wealth Partners, LLC 38,834$2,043,0001.06%
First Heartland Consultants, Inc. 50,807$2,674,0000.41%
Truadvice, LLC 8,022$422,0000.39%
Lion Street Advisors, LLC 9,434$496,0000.27%
AE Wealth Management LLC 559,401$29,441,0000.24%
FLOW TRADERS U.S. LLC 100,168$5,272,0000.21%
Acorn Wealth Advisors, LLC 4,700$247,0000.17%
Patriot Financial Group Insurance Agency, LLC 12,180$641,0000.11%
View complete list of WISDOMTREE TR shareholders