Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 24 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2019
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 190,224$5,005,0003.89%
One Capital Management, LLC 1,695,744$44,615,0002.63%
CGN Advisors LLC 320,389$8,429,0002.11%
STRINGER ASSET MANAGEMENT, LLC 39,563$1,042,0001.62%
Cornerstone Wealth Management, LLC 491,964$12,944,0001.44%
JOURNEY STRATEGIC WEALTH LLC 238,013$6,262,0000.84%
Kathmere Capital Management, LLC 152,444$4,011,0000.80%
Empirical Asset Management, LLC 20,097$529,0000.58%
Revolve Wealth Partners, LLC 47,872$1,260,0000.42%
Mendel Money Management 15,787$415,0000.26%
View complete list of WISDOMTREE TR shareholders