Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 45 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2018
NameSharesValueWeighting ↓
XML SECURITIES, LLC 128,617$5,581,0007.18%
Telos Capital Management, Inc. 57,592$2,499,0000.88%
Karp Capital Management Corp 24,870$1,079,0000.46%
White Lighthouse Investment Management Inc. 13,553$588,0000.34%
Clal Insurance Enterprises Holdings Ltd 138,700$6,020,0000.16%
American Portfolios Advisors 17,626$764,9480.12%
TRUST CO OF VERMONT 24,564$1,066,0000.10%
GHP Investment Advisors, Inc. 15,268$663,0000.09%
FIRST MIDWEST BANK TRUST DIVISION 14,651$636,0000.08%
CHATHAM CAPITAL GROUP, INC. 5,550$241,0000.07%
View complete list of WISDOMTREE TR shareholders