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 Q2	$16.9K	Buy	+1,000	New	+$17.7K	﹤0.01%	1490
2022 Q4	–	Sell	-641	Closed	-$3K	–	2415
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

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NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return