Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 87 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$36,000
+5.9%
4500.0%0.00%0.0%
Q3 2021$34,000
-2.9%
4500.0%0.00%0.0%
Q2 2021$35,000
+2.9%
4500.0%0.00%0.0%
Q1 2021$34,000
+9.7%
4500.0%0.00%0.0%
Q4 2020$31,000
+10.7%
4500.0%0.00%0.0%
Q3 2020$28,0000.0%4500.0%0.00%0.0%
Q2 2020$28,000
+12.0%
4500.0%0.00%0.0%
Q1 2020$25,000
-26.5%
4500.0%0.00%
-33.3%
Q4 2019$34,000
+3.0%
4500.0%0.00%0.0%
Q3 2019$33,000
+3.1%
4500.0%0.00%0.0%
Q2 2019$32,0000.0%4500.0%0.00%0.0%
Q1 2019$32,000
+6.7%
4500.0%0.00%0.0%
Q4 2018$30,000
-6.2%
4500.0%0.00%0.0%
Q3 2018$32,000
+3.2%
4500.0%0.00%0.0%
Q2 2018$31,000
+3.3%
4500.0%0.00%0.0%
Q1 2018$30,000
-6.2%
4500.0%0.00%0.0%
Q4 2017$32,000
+3.2%
4500.0%0.00%
-25.0%
Q3 2017$31,000
+3.3%
4500.0%0.00%0.0%
Q2 2017$30,0000.0%4500.0%0.00%0.0%
Q1 2017$30,000
-11.8%
450
-11.8%
0.00%
-20.0%
Q4 2016$34,000
+3.0%
5100.0%0.01%0.0%
Q3 2016$33,000
-2.9%
5100.0%0.01%
-16.7%
Q2 2016$34,000
+6.2%
5100.0%0.01%0.0%
Q1 2016$32,000
+6.7%
5100.0%0.01%0.0%
Q4 2015$30,0000.0%5100.0%0.01%
-14.3%
Q3 2015$30,000
+11.1%
510
+13.3%
0.01%
+16.7%
Q2 2015$27,0000.0%4500.0%0.01%
-50.0%
Q1 2015$27,0000.0%4500.0%0.01%
+50.0%
Q2 2014$27,000
+8.0%
4500.0%0.01%0.0%
Q1 2014$25,0004500.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2014
NameSharesValueWeighting ↓
WJ Wealth Management, LLC 139,856$10,597,0006.65%
DHK Financial Advisors, Inc. 38,119$2,890,0004.74%
Clearwater Capital Advisors, LLC 290,925$22,055,0003.04%
Fulcrum Equity Management 34,009$2,578,0002.18%
Linscomb Wealth, Inc. 437,012$33,130,0002.01%
New Legacy Group, LLC 10,000$758,0001.96%
ShoreHaven Wealth Partners, LLC 24,242$1,837,0001.40%
PBMares Wealth Management LLC 37,613$2,851,0001.24%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,372,0001.07%
Evanson Asset Management, LLC 99,518$7,544,0000.89%
View complete list of WISDOMTREE TR shareholders