Transamerica Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is ELD and the CUSIP is 97717X867. A total of 71 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
Q4 2023$10.0%10.0%0.00%
Q3 2023$10.0%10.0%0.00%
Q2 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$1,000
-97.6%
1
-99.9%
0.00%
-100.0%
Q3 2017$42,000
+180.0%
1,089
+179.9%
0.01%
+150.0%
Q2 2017$15,000
+15.4%
389
+14.1%
0.00%0.0%
Q1 2017$13,000
+1200.0%
341
+34000.0%
0.00%
Q4 2016$1,0000.0%10.0%0.00%
Q3 2016$1,0000.0%10.0%0.00%
Q2 2016$1,000
-80.0%
1
-99.1%
0.00%
Q1 2016$5,000
+400.0%
113
+11200.0%
0.00%
Q4 2015$1,0000.0%1
-50.0%
0.00%
Q3 2015$1,0000.0%20.0%0.00%
Q2 2015$1,0000.0%2
+100.0%
0.00%
Q1 2015$1,0000.0%10.0%0.00%
Q4 2014$1,0000.0%10.0%0.00%
Q3 2014$1,000
-95.7%
1
-99.8%
0.00%
-100.0%
Q2 2014$23,000
+2200.0%
481
+48000.0%
0.00%
Q1 2014$1,000
-98.4%
1
-99.9%
0.00%
-100.0%
Q2 2013$64,0001,3150.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
CLEAR INVESTMENT RESEARCH, LLC 147,563$5,433,0004.45%
STERLING INVESTMENT ADVISORS LLC /ADV 95,986$3,534,0003.73%
Paracle Advisors, LLC 172,440$6,349,0003.40%
Valmark Advisers, Inc. 2,746,805$101,137,0002.54%
Lattice Strategies LLC 69,671$2,565,0001.99%
TD Ameritrade Trust Co 150,965$5,559,0001.56%
OPTIMUM INVESTMENT ADVISORS 65,655$2,417,0000.95%
Morningstar Investment Services LLC 472,456$17,396,0000.60%
Mosaic Financial Partners, Inc. 14,470$533,0000.34%
Busey Bank 69,555$2,561,0000.34%
View complete list of WISDOMTREE TR shareholders