Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 40 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$3,170,000
-1.6%
104,627
-6.4%
1.35%
-14.6%
Q3 2019$3,222,000
-0.4%
111,814
+0.3%
1.59%
-5.6%
Q2 2019$3,235,000
+4.9%
111,516
+3.0%
1.68%
-11.5%
Q1 2019$3,085,000
+7.5%
108,217
-2.3%
1.90%
-16.2%
Q4 2018$2,870,000110,7612.27%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Frazier Financial Advisors, LLC 136,148$4,381,2543.80%
FFG RETIREMENT ADVISORS LLC 114,273$3,677,3052.84%
Exchange Capital Management, Inc. 476,871$15,345,6992.76%
Stratos Investment Management, LLC 453,685$14,599,6011.73%
Rooted Wealth Advisors, Inc. 70,306$2,2531.18%
1858 WEALTH MANAGEMENT, LLC 36,717$1,181,5531.12%
Harvest Investment Services, LLC 54,401$1,750,6240.81%
Occidental Asset Management, LLC 69,510$2,236,8250.46%
HF Advisory Group, LLC 16,203$521,4140.33%
Atomi Financial Group, Inc. 56,505$1,818,3310.25%
View complete list of WISDOMTREE TR shareholders