Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLS and the CUSIP is 97717W760. A total of 211 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 ↓
3D ASSET MANAGEMENT, INC 534,706$39,542,0009.40%
Efficient Advisors, LLC 683,644$50,555,0008.69%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 338,278$25,016,0002.79%
Carlson Capital Management 120,666$8,923,0002.62%
Capital Advantage, Inc. 122,285$9,043,0002.26%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 359,641$26,595,0002.24%
JFS WEALTH ADVISORS, LLC 110,552$8,175,0002.11%
WESCAP Management Group, Inc. 61,551$4,552,0002.05%
Private Vista, LLC 95,427$7,057,0001.54%
GHP Investment Advisors, Inc. 137,498$10,168,0001.54%
View complete list of WISDOMTREE TR shareholders