Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 22 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$6,788,000
+17.9%
212,467
+6.2%
2.90%
+2.3%
Q3 2019$5,758,000
+12.7%
200,003
+14.3%
2.83%
+6.8%
Q2 2019$5,108,000
+12.9%
175,045
+11.2%
2.65%
-4.8%
Q1 2019$4,526,000
+66.8%
157,480
+45.6%
2.79%
+30.0%
Q4 2018$2,714,000108,1542.14%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Trilogy Capital Inc. 1,978,713$69,096,6764.40%
SPC Financial, Inc. 921,802$31,719,2203.43%
One Capital Management, LLC 2,149,279$73,956,6903.34%
CGN Advisors LLC 613,497$21,110,4493.03%
Hennion & Walsh Asset Management, Inc. 1,235,184$42,5032.52%
Cornerstone Wealth Management, LLC 494,520$17,016,4451.52%
KLR INVESTMENT ADVISORS, LLC 39,649$1,364,3361.12%
INVENIO WEALTH PARTNERS LLC 22,629$778,6640.88%
JOURNEY STRATEGIC WEALTH LLC 463,339$15,943,4810.72%
Kathmere Capital Management, LLC 129,347$4,450,8300.69%
View complete list of WISDOMTREE TR shareholders