Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,0000.0%1
-93.3%
0.00%
Q2 2020$1,000
-50.0%
15
-50.0%
0.00%
Q2 2019$2,0000.0%30
-11.8%
0.00%
-100.0%
Q4 2018$2,000
-33.3%
34
-15.0%
0.00%0.0%
Q3 2018$3,000
-98.6%
40
-98.8%
0.00%
-97.9%
Q2 2018$218,000
+7166.7%
3,448
+7562.2%
0.05%
Q1 2018$3,0000.0%45
-4.3%
0.00%
Q4 2017$3,000
-25.0%
47
-2.1%
0.00%
Q3 2017$4,000
-99.0%
48
-99.2%
0.00%
-100.0%
Q2 2017$390,000
+3.2%
6,248
+3.9%
0.05%
+17.8%
Q1 2017$378,000
+7.7%
6,012
-1.5%
0.04%
+7.1%
Q4 2016$351,000
+3.5%
6,104
-3.2%
0.04%
+13.5%
Q3 2016$339,000
+2.7%
6,303
-3.2%
0.04%
+12.1%
Q2 2016$330,000
-7.8%
6,513
-5.5%
0.03%
+10.0%
Q1 2016$358,000
-7.7%
6,893
-4.2%
0.03%
+7.1%
Q4 2015$388,000
-13.8%
7,197
-12.6%
0.03%
-22.2%
Q3 2015$450,000
-12.6%
8,232
-1.5%
0.04%
-2.7%
Q2 2015$515,000
-78.0%
8,355
-76.4%
0.04%
-77.3%
Q1 2015$2,341,000
+77933.3%
35,392
+76839.1%
0.16%
Q4 2014$3,000
-99.1%
46
-99.3%
0.00%
-100.0%
Q3 2013$341,000
+15.2%
6,401
+4.1%
0.04%
-8.3%
Q2 2013$296,0006,1470.05%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders