Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 259 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is 1.52 and the average weighting 0.4%.

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 Q4 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders