Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 73 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
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 Q4 2019
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,367,861$54,933,00016.63%
BEACON FINANCIAL GROUP 878,074$36,063,0005.65%
Financial Gravity Asset Management, Inc. 64,598$2,586,0002.37%
DAIDO LIFE INSURANCE CO 446,973$17,950,0001.28%
CGN Advisors LLC 70,936$2,849,0001.14%
20/20 Capital Management, Inc. 87,192$3,559,0001.04%
Marietta Wealth Management, LLC 86,635$3,479,0000.96%
Truadvice, LLC 64,687$2,608,0000.80%
Relative Value Partners Group, LLC 207,410$8,330,0000.79%
Patriot Financial Group Insurance Agency, LLC 48,943$1,966,0000.49%
View complete list of WISDOMTREE TR shareholders