Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 46 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$338,000
-84.7%
12,015
-80.1%
0.18%
-80.5%
Q4 2019$2,212,000
-0.9%
60,287
-9.4%
0.94%
-13.9%
Q3 2019$2,232,000
-0.2%
66,547
-2.2%
1.10%
-5.4%
Q2 2019$2,236,000
-10.7%
68,019
-13.7%
1.16%
-24.7%
Q1 2019$2,504,000
+9.7%
78,780
-2.7%
1.54%
-14.5%
Q4 2018$2,282,00080,9371.80%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,682,287$84,716,00019.53%
JD Financial Services Inc. 281,271$14,165,00011.67%
BEACON FINANCIAL GROUP 651,219$33,062,0004.30%
WIN ADVISORS, INC 358,253$18,042,0004.13%
DAIDO LIFE INSURANCE CO 549,372$27,666,0001.53%
CGN Advisors LLC 85,568$4,309,0001.12%
Insight Advisors, LLC/ PA 74,598$3,757,0001.11%
Truadvice, LLC 23,282$1,129,0001.06%
IHT Wealth Management, LLC 285,063$14,356,0001.06%
Marietta Wealth Management, LLC 85,730$4,317,0000.87%
View complete list of WISDOMTREE TR shareholders