Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$12,935
-4.6%
4850.0%0.00%
-100.0%
Q2 2023$13,556
+0.4%
4850.0%0.00%0.0%
Q1 2023$13,502
+67410.0%
485
-34.3%
0.00%0.0%
Q4 2022$20
-99.9%
738
-4.7%
0.00%0.0%
Q3 2022$19,000
-47.2%
774
-39.0%
0.00%0.0%
Q2 2022$36,000
-40.0%
1,269
-30.8%
0.00%
-50.0%
Q1 2022$60,000
-13.0%
1,833
-1.8%
0.00%0.0%
Q4 2021$69,000
-66.0%
1,866
-65.8%
0.00%
-60.0%
Q3 2021$203,000
-23.7%
5,452
-13.8%
0.01%
-28.6%
Q2 2021$266,000
+259.5%
6,326
+245.7%
0.01%
+250.0%
Q1 2021$74,0001,8300.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,973,441$59,026,00017.17%
ESL Trust Services, LLC 668,580$19,997,0009.07%
WADDELL & ASSOCIATES, LLC 670,049$20,041,0005.97%
DeGreen Capital Management LLC 388,773$11,628,0005.57%
CLIENT 1ST ADVISORY GROUP, LLC 185,748$6,130,0005.08%
Coyle Financial Counsel LLC 182,954$5,472,0005.06%
MFA WEALTH ADVISORS, LLC 220,468$6,594,198,0004.26%
TOMPKINS FINANCIAL CORP 673,043$20,123,0004.23%
VIVID FINANCIAL MANAGEMENT, INC. 224,908$6,727,0004.20%
MBE Wealth Management, LLC 160,097$4,788,0004.03%
View complete list of WISDOMTREE TR shareholders