Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 188 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.90 and the average weighting 0.5%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$489,000
-7.7%
10,225
-14.5%
0.21%
-19.9%
Q3 2019$530,000
-2.8%
11,953
+3.2%
0.26%
-7.8%
Q2 2019$545,000
-36.6%
11,586
-36.5%
0.28%
-46.5%
Q1 2019$859,000
+3.6%
18,235
-7.8%
0.53%
-19.1%
Q4 2018$829,00019,7830.65%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Wealthquest Corp 345,159$14,897,00015.22%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 639,692$27,609,00013.75%
TOMPKINS FINANCIAL CORP 565,535$11,940,472,0003.60%
OLD DOMINION CAPITAL MANAGEMENT INC 80,175$3,460,0003.58%
Vontobel Swiss Wealth Advisors AG 108,169$4,669,0003.41%
Stratford Consulting, LLC 145,663$6,287,0003.22%
White Pine Investment CO 116,829$5,042,0002.93%
Efficient Advisors, LLC 260,923$11,261,0002.58%
America First Investment Advisors, LLC 136,581$5,895,0002.50%
Fusion Investment Group, LLC 66,628$2,876,0002.43%
View complete list of WISDOMTREE TR shareholders