Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCLD and the CUSIP is 97717Y691. A total of 181 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,926
-6.5%
2000.0%0.00%
Q2 2023$6,340
+2.1%
200
-4.3%
0.00%
Q1 2023$6,207
+103350.0%
209
-10.7%
0.00%
Q4 2022$6
-100.0%
234
-91.9%
0.00%
-100.0%
Q3 2022$77,000
-77.2%
2,885
-76.0%
0.01%
-64.3%
Q2 2022$337,000
-66.0%
12,020
-50.4%
0.01%
-48.1%
Q1 2022$991,000
-53.9%
24,242
-41.6%
0.03%
-43.8%
Q4 2021$2,151,000
-13.0%
41,478
-3.3%
0.05%
-26.2%
Q3 2021$2,472,000
-0.7%
42,898
-3.7%
0.06%
-3.0%
Q2 2021$2,490,000
-68.1%
44,560
-72.6%
0.07%
-67.8%
Q1 2021$7,817,000162,3830.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 192,409$11,086,0002.78%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 75,517$4,742,0002.12%
ALBION FINANCIAL GROUP /UT 409,138$23,575,0002.06%
NORTHSTAR ASSET MANAGEMENT Co LLC 133,071$7,668,0002.01%
Orca Investment Management, LLC 39,431$2,272,0001.99%
Clarity Wealth Advisors, LLC 69,796$4,021,0001.98%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 385,098$22,189,0001.59%
STRATEGIC WEALTH MANAGEMENT INC 52,563$3,029,0001.57%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 143,639$8,276,0001.51%
Joseph P. Lucia & Associates, LLC 44,016$2,536,0001.50%
View complete list of WISDOMTREE TR shareholders