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 ↓
INVENIO WEALTH PARTNERS LLC 239,478$9,114,5334.91%
CGN Advisors LLC 740,826$28,195,8313.58%
SPC Financial, Inc. 961,455$36,592,9833.44%
One Capital Management, LLC 2,404,591$91,518,7333.32%
Hennion & Walsh Asset Management, Inc. 1,265,044$48,147,5722.57%
Trilogy Capital Inc. 1,067,762$40,639,0372.34%
FFG RETIREMENT ADVISORS LLC 82,420$3,136,9052.21%
Revolve Wealth Partners, LLC 318,721$12,130,5152.07%
FSA Advisors, Inc. 29,664$1,129,0121.21%
Security Financial Services, INC. 115,908$4,411,4581.00%
View complete list of WISDOMTREE TR shareholders