Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 49 filers reported holding WISDOMTREE TR in Q4 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 Q4 2019
NameSharesValueWeighting ↓
Exchange Capital Management, Inc. 383,431$10,679,0002.38%
Opus Capital Group, LLC 298,337$8,309,0002.11%
Stratos Investment Management, LLC 102,546$2,856,0000.90%
Truadvice, LLC 52,696$1,489,0000.45%
Hochman Cole Investment Advisors, Inc. 20,333$566,0000.24%
WESCAP Management Group, Inc. 23,153$644,0000.19%
Caprock Group, LLC 58,853$1,639,0000.19%
Savant Capital, LLC 91,653$2,553,0000.15%
Patriot Financial Group Insurance Agency, LLC 15,655$436,0000.11%
Integrated Wealth Concepts LLC 62,428$1,739,0000.08%
View complete list of WISDOMTREE TR shareholders