Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 109 filers reported holding WISDOMTREE TR in Q1 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$200,000
-0.5%
3,065
-14.7%
0.08%
-14.1%
Q3 2019$201,000
-20.6%
3,594
-17.2%
0.10%
-24.4%
Q2 2019$253,000
-30.1%
4,342
-29.9%
0.13%
-41.3%
Q1 2019$362,000
-8.4%
6,197
-16.3%
0.22%
-28.5%
Q4 2018$395,0007,4020.31%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 263,010$14,686,9251.16%
Virtus Family Office LLC 8,163$455,8320.84%
Wallace Advisory Group, LLC 17,760$1,035,5590.79%
Hedges Asset Management LLC 10,500$586,3380.50%
Sovereign Financial Group, Inc. 9,766$545,3500.18%
Financial Planning & Information Services, Inc. 13,320$743,8110.14%
TFG Advisers LLC 5,111$285,4290.13%
Intercontinental Wealth Advisors, LLC 8,653$483,1980.12%
Conservest Capital Advisors, Inc. 15,948$890,5650.10%
St. Louis Trust Co 3,970$218,9850.04%
View complete list of WISDOMTREE TR shareholders