Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 182 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.37 and the average weighting 0.4%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2018$15,000
-25.0%
336
-16.0%
0.00%0.0%
Q1 2018$20,000
+5.3%
400
-0.2%
0.00%0.0%
Q4 2017$19,000
+18.8%
401
+10.2%
0.00%
+50.0%
Q3 2017$16,000
-5.9%
364
-11.9%
0.00%0.0%
Q2 2017$17,000
+13.3%
413
+17.3%
0.00%0.0%
Q1 2017$15,0000.0%352
-8.3%
0.00%0.0%
Q4 2016$15,000
-79.5%
384
-81.4%
0.00%
-66.7%
Q1 2016$73,000
+3550.0%
2,069
+7034.5%
0.01%
Q2 2015$2,000290.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Progeny 3, Inc. 617,300$29,772,00017.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 413,080$19,964,00014.36%
Accredited Investors Inc. 688,100$33,256,00013.13%
Smith & Howard Wealth Management, LLC 376,141$18,179,00011.65%
Financial Management Professionals, Inc. 254,798$12,314,0009.06%
Savant Capital, LLC 322,640$15,593,0009.05%
EXCELSIA, INC. 147,853$7,146,0006.98%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 128,387$6,205,0005.40%
Crestwood Advisors Group, LLC 564,859$27,300,0005.05%
Highmount Capital, LLC 371,213$17,940,0004.71%
View complete list of WISDOMTREE TR shareholders