Spire Wealth Management’s WisdomTree WT Stock Holding History

Spire Wealth Management’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$24.3K	Hold	1,000	–	–	﹤0.01%	1342
2026 Q2	$16.9K	Buy	+1,000	New	+$17.7K	﹤0.01%	1490
2022 Q4	–	Sell	-641	Closed	-$3K	–	2414
2022 Q3	$3K	Buy	641 +4	+0.6%	+$20	﹤0.01%	1904
2022 Q2	$3K	Sell	637 -1,980	-76%	-$11.4K	﹤0.01%	2309
2022 Q1	$15K	Sell	2,617 -72	-3%	-$411	﹤0.01%	1911
2021 Q4	$16K	Sell	2,689 -1,485	-36%	-$9.2K	﹤0.01%	2212
2021 Q3	$24K	Sell	4,174 -157	-4%	-$963	﹤0.01%	1790
2021 Q2	$27K	Buy	4,331 +13	+0.3%	+$86	﹤0.01%	1757
2021 Q1	$27K	Buy	+4,318	New	+$24.7K	﹤0.01%	2033

Other funds holding WT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return

Spire Wealth Management's WT Position: Q3 2026 in Review

Spire Wealth Management held its WisdomTree (WT) position steady in Q3 2026 at 1,000 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Spire Wealth Management first reported a position in WT in Q1 2021 and has held it in 9 quarters since. The position peaked at $27K in Q2 2021. 130 funds tracked by Wall St. Rank hold WT as of Q3 2026.

Spire Wealth Management held 1,000 shares of WisdomTree worth $24.3K as of Q3 2026.
Spire Wealth Management left its WisdomTree share count unchanged in Q3 2026.
WisdomTree made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1342 holding.
Spire Wealth Management first reported a position in WisdomTree in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's WisdomTree position peaked at $27K in Q2 2021.
130 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.