Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 156 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2019
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders