Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 50 filers reported holding WISDOMTREE TR in Q4 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
Q1 2023$10.0%10.0%0.00%
Q4 2022$1
-99.9%
10.0%0.00%
Q3 2022$1,0000.0%10.0%0.00%
Q2 2022$1,0000.0%10.0%0.00%
Q2 2020$1,0000.0%10.0%0.00%
Q2 2019$1,0000.0%10.0%0.00%
Q4 2018$1,0000.0%10.0%0.00%
Q3 2018$1,0000.0%10.0%0.00%
Q2 2018$1,0000.0%10.0%0.00%
Q1 2018$1,0000.0%10.0%0.00%
Q4 2017$1,0000.0%10.0%0.00%
Q3 2017$1,0000.0%10.0%0.00%
Q2 2017$1,0000.0%10.0%0.00%
Q1 2017$1,0000.0%10.0%0.00%
Q4 2016$1,0000.0%10.0%0.00%
Q3 2016$1,000
-99.8%
1
-100.0%
0.00%
-100.0%
Q4 2014$434,000
-0.5%
10,085
+8.3%
0.03%
-12.8%
Q3 2014$436,000
+0.5%
9,316
+8.9%
0.04%
+2.6%
Q2 2014$434,0008,5550.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 44,024$1,665,0000.81%
Jacobus Wealth Management, Inc. 25,775$975,0000.30%
Geneos Wealth Management Inc. 43,194$1,637,0000.24%
TRUST CO OF VERMONT 36,098$1,366,0000.18%
Clal Insurance Enterprises Holdings Ltd 138,700$5,246,0000.13%
PEAPACK GLADSTONE FINANCIAL CORP 46,740$1,767,707,0000.12%
TCI Wealth Advisors, Inc. 5,118$194,0000.11%
GHP Investment Advisors, Inc. 10,466$396,0000.08%
Capital Advisors, Ltd. LLC 3,904$148,0000.07%
OLD NATIONAL BANCORP /IN/ 25,491$964,0000.06%
View complete list of WISDOMTREE TR shareholders