Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 86 filers reported holding WISDOMTREE TR in Q1 2020. 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 2020
NameSharesValueWeighting ↓
HARVEST CAPITAL MANAGEMENT INC 202,540$11,575,0005.19%
New England Investment & Retirement Group, Inc. 162,267$9,421,0004.50%
Lombard Odier Transatlantic Ltd 65,000$3,727,0003.09%
Vontobel Swiss Wealth Advisors AG 78,309$4,017,0002.69%
Perella Weinberg Partners Capital Management LP 142,192$8,126,0002.62%
Gemmer Asset Management LLC 59,422$3,396,0002.06%
Verity Asset Management, Inc. 29,831$1,705,0001.54%
White Pine Investment CO 42,768$2,444,0001.42%
Northeast Financial Consultants Inc 48,010$2,744,0001.23%
Braver Wealth Management, LLC 70,913$4,052,655,0000.98%
View complete list of WISDOMTREE TR shareholders