Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 262 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.63 and the average weighting 0.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$4,722,000
+22.3%
103,163
+10.4%
2.02%
+6.2%
Q3 2019$3,860,000
-0.8%
93,448
+7.3%
1.90%
-6.0%
Q2 2019$3,891,000
+7.0%
87,119
+5.0%
2.02%
-9.7%
Q1 2019$3,638,000
+31.5%
82,994
+20.5%
2.24%
+2.5%
Q4 2018$2,766,00068,8972.18%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Guild Investment Management, Inc. 110,450$4,435,00015.30%
Larson Financial Group LLC 139,605$5,605,0005.18%
MENLO ADVISORS LLC 129,750$5,209,0004.05%
Accredited Investors Inc. 401,239$16,110,0003.60%
GM Advisory Group, LLC 209,375$8,406,0003.13%
JGP Wealth Management, LLC 165,537$6,646,0002.75%
Smart Money Group LLC 64,577$2,593,0002.69%
Cornerstone Capital, Inc. 374,486$15,036,0002.68%
Elwood & Goetz Wealth Advisory Group, LLC 58,801$2,361,0002.50%
Surevest, LLC 68,897$2,766,0002.18%
View complete list of WISDOMTREE TR shareholders