Carroll Financial Associates, Inc. - WISDOMTREE INVTS INC ownership

WISDOMTREE INVTS INC's ticker is WETF and the CUSIP is 97717P104. A total of 177 filers reported holding WISDOMTREE INVTS INC in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE INVTS INC
ValueSharesWeighting
Q1 2018$38,000
-26.9%
4,2000.0%0.00%
-33.3%
Q4 2017$52,000
-70.3%
4,200
-74.5%
0.01%
-70.0%
Q3 2017$175,000
-40.1%
16,500
-42.6%
0.02%
-42.9%
Q2 2017$292,000
-20.9%
28,740
-29.4%
0.04%
-25.5%
Q1 2017$369,000
+48.8%
40,680
+82.0%
0.05%
+34.3%
Q4 2016$248,000
-60.3%
22,350
-63.2%
0.04%
-62.8%
Q3 2016$624,000
-52.4%
60,692
-54.7%
0.09%
-57.1%
Q2 2016$1,312,000
+217.7%
134,069
+270.4%
0.22%
+184.4%
Q1 2016$413,000
-11.4%
36,198
+21.7%
0.08%
-20.6%
Q4 2015$466,000
-3.3%
29,750
+1.0%
0.10%
-9.3%
Q3 2015$482,000
-34.2%
29,450
-11.7%
0.11%
-34.8%
Q2 2015$733,000
+1121.7%
33,350
+1091.1%
0.16%
+530.8%
Q1 2015$60,000
+17.6%
2,8000.0%0.03%
-21.2%
Q4 2014$51,000
-92.7%
2,800
-93.6%
0.03%
-84.6%
Q3 2014$695,000
+12.6%
43,550
-12.7%
0.21%
+23.7%
Q2 2014$617,000
+110.6%
49,900
+123.8%
0.17%
+80.2%
Q1 2014$293,000
+691.9%
22,300
+961.9%
0.10%
+638.5%
Q4 2013$37,0002,1000.01%
Other shareholders
WISDOMTREE INVTS INC shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Impact Advisors, LLC 965,781$3,351,0001.12%
ArrowMark Colorado Holdings LLC 20,693,048$71,805,0000.74%
BlueMar Capital Management, LLC 386,967$1,343,0000.39%
Spark Investment Management LLC 28,100$97,0000.36%
GSA CAPITAL PARTNERS LLP 86,317$300,0000.17%
HEARTLAND ADVISORS INC 500,000$1,735,0000.15%
TimesSquare Capital Management, LLC 4,326,000$15,011,0000.14%
Tidal Investments LLC 299,640$1,039,0000.14%
CSat Investment Advisory, L.P. 255,183$885,0000.11%
SMH CAPITAL ADVISORS INC 14,180$49,0000.10%
View complete list of WISDOMTREE INVTS INC shareholders