Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DYLS and the CUSIP is 97717X313. A total of 27 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,394,000
-13.0%
49,683
-13.8%
0.60%
-24.5%
Q3 2019$1,602,000
+2.4%
57,662
+2.1%
0.79%
-3.0%
Q2 2019$1,564,000
+10.5%
56,487
+17.2%
0.81%
-6.8%
Q1 2019$1,415,000
+3.1%
48,214
+1.8%
0.87%
-19.6%
Q4 2018$1,372,00047,3451.08%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
AMG Funds LLC 46,925$1,552,0000.99%
WealthPLAN Partners, LLC 25,113$830,0000.17%
Ancora Advisors LLC 31,210$1,033,0000.04%
LINCOLN NATIONAL CORP 32,947$1,090,0000.04%
Atria Investments, Inc 24,736$818,0000.04%
LADENBURG THALMANN FINANCIAL SERVICES INC. 111,169$3,595,0000.03%
FLAGSHIP HARBOR ADVISORS, LLC 3,904$129,0000.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,111$37,0000.03%
CREATIVE FINANCIAL DESIGNS INC /ADV 1,015$34,0000.02%
Advisor Group, Inc. 38,110$1,260,0000.02%
View complete list of WISDOMTREE TR shareholders