Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 118 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 2.03 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 Q4 2019
NameSharesValueWeighting ↓
White Pine Investment CO 66,413$3,713,0001.69%
PERRITT CAPITAL MANAGEMENT INC 58,421$3,266,0001.39%
NOESIS CAPITAL MANGEMENT CORP 71,302$3,986,000,0001.29%
Motley Fool Wealth Management, LLC 324,846$18,162,0001.20%
COURIER CAPITAL LLC 161,719$8,820,0001.15%
Financial Planning & Information Services, Inc. 22,422$1,254,0000.53%
IMA Wealth, Inc. 24,284$1,358,0000.51%
TFG Advisers LLC 13,248$740,0000.49%
GARRISON BRADFORD & ASSOCIATES INC 6,400$358,0000.49%
Bell Rock Capital LLC 5,422$298,0000.26%
View complete list of WISDOMTREE TR shareholders