Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 38 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,000
-50.0%
1
-98.3%
0.00%
Q2 2020$2,000
-50.0%
58
-50.8%
0.00%
-100.0%
Q2 2019$4,0000.0%118
-11.9%
0.00%0.0%
Q4 2018$4,000
-20.0%
134
-15.2%
0.00%0.0%
Q3 2018$5,0000.0%158
-5.4%
0.00%0.0%
Q2 2018$5,0000.0%167
-6.2%
0.00%0.0%
Q1 2018$5,000
-28.6%
178
-30.7%
0.00%0.0%
Q4 2017$7,000
-97.7%
257
-97.8%
0.00%
-97.3%
Q3 2017$302,000
-4.7%
11,650
-3.4%
0.04%
-14.0%
Q2 2017$317,000
-47.3%
12,060
-45.6%
0.04%
-40.3%
Q1 2017$601,000
+4.3%
22,152
+7.7%
0.07%
+4.3%
Q4 2016$576,000
+0.7%
20,572
-5.7%
0.07%
+11.3%
Q3 2016$572,000
-3.2%
21,823
-2.9%
0.06%
+3.3%
Q2 2016$591,000
-14.2%
22,486
-14.3%
0.06%
+3.4%
Q1 2016$689,000
-26.7%
26,242
-23.6%
0.06%
-15.9%
Q4 2015$940,000
-4.1%
34,336
+1.2%
0.07%
-12.7%
Q3 2015$980,000
+4.8%
33,935
+1.9%
0.08%
+17.9%
Q2 2015$935,000
+186.8%
33,315
+192.6%
0.07%
+191.3%
Q1 2015$326,00011,3840.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
McElhenny Sheffield Capital Management, LLC 734,630$21,877,00016.70%
Worth Asset Management, LLC 625,206$18,618,00013.63%
Accurate Wealth Management, LLC 439,207$16,987,0007.08%
3EDGE Asset Management, LP 2,117,088$63,047,0004.90%
Latitude Advisors, LLC 180,482$5,375,0004.44%
HARTLINE INVESTMENT CORP/ 180,482$5,375,0004.44%
Summit Place Financial Advisors, LLC 142,137$4,233,0003.93%
Cornerstone Wealth Group, LLC 513,945$15,305,0003.38%
Beaumont Capital Management, LLC 95,547$2,845,0002.82%
Q3 Asset Management 103,737$3,089,0002.25%
View complete list of WISDOMTREE TR shareholders