Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$2,179,000
+3.1%
51,766
-3.4%
0.93%
-10.5%
Q3 2019$2,113,000
+0.9%
53,584
+2.3%
1.04%
-4.4%
Q2 2019$2,095,000
+8.8%
52,378
+7.0%
1.09%
-8.2%
Q1 2019$1,925,000
+70.4%
48,930
+48.5%
1.18%
+32.8%
Q4 2018$1,130,00032,9570.89%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 488,885$25,613,0006.12%
Great Point Wealth Advisors, LLC 270,524$14,173,0004.94%
Consolidated Planning Corp 93,288$4,887,0003.62%
PSI Advisors, LLC 78,688$4,122,0002.17%
Clearwater Capital Advisors, LLC 143,348$7,510,0000.87%
ACG Wealth 91,917$4,816,0000.61%
CULBERTSON A N & CO INC 49,996$2,619,0000.55%
Oxler Private Wealth LLC 21,776$1,140,0000.50%
Investors Research Corp 26,306$1,378,0000.48%
HC FINANCIAL ADVISORS INC 15,468$810,0000.47%
View complete list of WISDOMTREE TR shareholders