Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DYLS and the CUSIP is 97717X313. A total of 24 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2019
NameSharesValueWeighting ↓
McAdam, LLC 195,944$5,677,0002.24%
Surevest, LLC 47,345$1,372,0001.08%
MACROVIEW INVESTMENT MANAGEMENT LLC 4,513$131,0000.42%
Barber Financial Group, Inc. 51,166$1,482,0000.32%
Paulson Wealth Management Inc. 12,902$371,0000.31%
MKD WEALTH COACHES, LLC 3,167$92,0000.11%
Ancora Advisors LLC 42,921$1,244,0000.06%
Efficient Advisors, LLC 10,621$308,0000.06%
Frontier Wealth Management LLC 12,414$360,0000.06%
LADENBURG THALMANN FINANCIAL SERVICES INC. 112,705$3,264,0000.03%
View complete list of WISDOMTREE TR shareholders