Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 58 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
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 Q1 2019
NameSharesValueWeighting ↓
HOWLAND CAPITAL MANAGEMENT LLC 379,515$21,228,0001.40%
GHP Investment Advisors, Inc. 179,263$10,027,0001.13%
SMITH, MOORE & CO. 63,220$3,536,0000.74%
Intercontinental Wealth Advisors, LLC 16,719$935,0000.27%
SignalPoint Asset Management, LLC 6,784$379,0000.16%
Capital Advisors, Ltd. LLC 9,301$520,0000.13%
Platform Technology Partners 3,765$211,0000.13%
One Capital Management, LLC 12,315$689,0000.09%
Well Done, LLC 4,216$236,0000.07%
Kestra Advisory Services, LLC 56,102$3,130,000,0000.06%
View complete list of WISDOMTREE TR shareholders