Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 138 filers reported holding WISDOMTREE TR in Q4 2019. 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$2,958,000
+14.6%
76,930
+6.1%
1.26%
-0.6%
Q3 2019$2,581,000
+7.9%
72,499
+8.8%
1.27%
+2.3%
Q2 2019$2,392,000
+0.3%
66,654
+0.9%
1.24%
-15.4%
Q1 2019$2,385,000
+59.2%
66,044
+41.3%
1.47%
+24.1%
Q4 2018$1,498,00046,7401.18%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 273,506$11,834,5848.57%
Kathleen S. Wright Associates Inc. 160,776$6,955,6853.89%
3D/L Capital Management, LLC 201,526$8,720,0352.83%
HERBST GROUP, LLC 42,394$1,834,3881.31%
INVENIO WEALTH PARTNERS LLC 28,983$1,254,0941.14%
Forefront Analytics, LLC 33,175$1,435,4850.81%
HOWARD WEALTH MANAGEMENT, LLC 19,655$850,4720.78%
9258 Wealth Management, LLC 86,647$3,749,2160.73%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 57,638$2,4940.62%
Linscomb Wealth, Inc. 241,714$10,458,9700.61%
View complete list of WISDOMTREE TR shareholders