Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 169 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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 2020
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 274,291$14,669,0007.39%
Great Point Wealth Advisors, LLC 302,479$16,177,0005.56%
WADDELL & ASSOCIATES, LLC 513,705$27,473,0004.68%
Financial Planning & Information Services, Inc. 314,116$16,799,0004.57%
America First Investment Advisors, LLC 267,612$14,312,0004.35%
Neumann Capital Management, LLC 158,546$8,479,0003.81%
Asset Management Advisors, LLC 72,861$3,897,0002.94%
Baker Ellis Asset Management LLC 190,518$9,993,0001.92%
Tacita Capital Inc 56,885$3,042,0001.86%
PALLADIUM PARTNERS LLC 728,180$38,943,0001.77%
View complete list of WISDOMTREE TR shareholders