Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 57 filers reported holding WISDOMTREE TR in Q4 2018. 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
Q4 2019$2,430,000
-2.0%
36,980
-10.0%
1.04%
-14.9%
Q3 2019$2,479,000
-4.1%
41,107
-1.5%
1.22%
-9.1%
Q2 2019$2,584,000
+9.8%
41,730
+10.1%
1.34%
-7.3%
Q1 2019$2,353,000
+7.8%
37,902
-1.5%
1.45%
-16.0%
Q4 2018$2,183,00038,4711.72%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Tacita Capital Inc 39,300$1,861,0001.44%
GHP Investment Advisors, Inc. 162,785$7,708,0000.59%
SMITH, MOORE & CO. 65,150$3,085,0000.47%
Intercontinental Wealth Advisors, LLC 12,719$602,0000.19%
HOWLAND CAPITAL MANAGEMENT LLC 21,691$1,027,0000.07%
Capital Advisors, Ltd. LLC 6,790$322,0000.06%
Washington Trust Advisors, Inc. 14,073$666,0000.06%
FLOW TRADERS U.S. LLC 19,270$912,0000.05%
Asset Dedication, LLC 7,502$355,0000.04%
One Capital Management, LLC 13,778$652,0000.04%
View complete list of WISDOMTREE TR shareholders