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 ↓
Surevest, LLC 57,662$1,602,0000.79%
Efficient Advisors, LLC 46,507$1,292,0000.24%
PERSONAL CFO SOLUTIONS, LLC 19,586$544,0000.22%
CX Institutional 23,765$660,0000.11%
GeoWealth Management, LLC 15,260$424,0000.10%
CreativeOne Wealth, LLC 11,732$326,0000.06%
McAdam, LLC 7,637$212,0000.06%
LADENBURG THALMANN FINANCIAL SERVICES INC. 130,778$3,604,0000.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,767$369,0000.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 1,045$28,0000.02%
View complete list of WISDOMTREE TR shareholders