Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 72 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2019
NameSharesValueWeighting ↓
HOWLAND CAPITAL MANAGEMENT LLC 652,248$30,564,0002.68%
GHP Investment Advisors, Inc. 223,441$10,470,0001.57%
SMITH, MOORE & CO. 67,097$3,144,0000.83%
Optas, LLC 16,860$790,0000.39%
Intercontinental Wealth Advisors, LLC 15,223$713,0000.38%
One Capital Management, LLC 28,258$1,324,0000.22%
SignalPoint Asset Management, LLC 6,831$320,0000.17%
Starfire Investment Advisers, Inc. 5,915$277,0000.15%
Capital Advisors, Ltd. LLC 9,919$465,0000.15%
Joseph P. Lucia & Associates, LLC 1,913$90,0000.10%
View complete list of WISDOMTREE TR shareholders