Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 210 filers reported holding WISDOMTREE TR in Q1 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$4,515,000
+16.0%
63,484
+3.6%
1.93%
+0.7%
Q3 2019$3,892,000
+4.2%
61,269
+6.6%
1.92%
-1.3%
Q2 2019$3,735,000
+22.7%
57,450
+24.2%
1.94%
+3.5%
Q1 2019$3,044,000
+41.3%
46,258
+29.5%
1.87%
+10.2%
Q4 2018$2,155,00035,7281.70%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 98,237$7,235,0005.68%
3D/L Capital Management, LLC 302,562$22,284,0005.21%
JD Financial Services Inc. 80,334$5,917,0004.88%
Shakespeare Wealth Management, LLC 157,329$11,587,0004.14%
Tacita Capital Inc 91,305$6,725,0003.83%
Great Point Wealth Advisors, LLC 135,170$9,955,0003.05%
Savant Capital, LLC 1,233,624$90,856,0002.94%
Efficient Advisors, LLC 547,370$40,314,0002.86%
Kathleen S. Wright Associates Inc. 40,381$2,974,0002.19%
Neumann Capital Management, LLC 58,499$4,309,0001.76%
View complete list of WISDOMTREE TR shareholders