Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 270 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,000
-99.0%
1
-99.9%
0.00%
-100.0%
Q4 2017$104,000
+10300.0%
1,748
+174700.0%
0.01%
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%1
-90.0%
0.00%
Q3 2016$1,0000.0%100.0%0.00%
Q2 2016$1,000
-97.5%
10
-98.9%
0.00%
-100.0%
Q1 2016$40,000
-72.6%
910
-68.7%
0.00%
-72.7%
Q4 2015$146,000
-30.5%
2,910
-32.5%
0.01%
-35.3%
Q3 2015$210,000
-18.3%
4,310
-3.9%
0.02%
-5.6%
Q2 2015$257,000
-88.0%
4,485
-88.5%
0.02%
-87.9%
Q1 2015$2,143,000
+17758.3%
38,874
+17100.9%
0.15%
+14800.0%
Q4 2014$12,000
-61.3%
226
-61.0%
0.00%
-66.7%
Q3 2014$31,000
-91.5%
580
-92.5%
0.00%
-91.7%
Q1 2014$366,000
-22.1%
7,716
-16.4%
0.04%
-29.4%
Q4 2013$470,000
+38.6%
9,234
+30.7%
0.05%
+15.9%
Q3 2013$339,000
+12.6%
7,067
+7.2%
0.04%
-10.2%
Q2 2013$301,0006,5950.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders