Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DLN and the CUSIP is 97717W307. A total of 191 filers reported holding WISDOMTREE TR in Q4 2017. 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$131,000
+10.1%
2,000
+100.0%
0.01%0.0%
Q3 2021$119,000
-0.8%
1,0000.0%0.01%0.0%
Q2 2021$120,000
+5.3%
1,0000.0%0.01%0.0%
Q1 2021$114,000
+6.5%
1,0000.0%0.01%0.0%
Q4 2020$107,000
+10.3%
1,0000.0%0.01%0.0%
Q3 2020$97,000
+5.4%
1,0000.0%0.01%
-12.5%
Q2 2020$92,000
+15.0%
1,0000.0%0.01%0.0%
Q1 2020$80,000
-23.8%
1,0000.0%0.01%0.0%
Q4 2019$105,000
+6.1%
1,0000.0%0.01%
-11.1%
Q3 2019$99,000
+3.1%
1,0000.0%0.01%
+12.5%
Q2 2019$96,000
+2.1%
1,0000.0%0.01%
-11.1%
Q1 2019$94,000
+10.6%
1,0000.0%0.01%0.0%
Q4 2018$85,000
-10.5%
1,0000.0%0.01%
-10.0%
Q3 2018$95,000
+6.7%
1,0000.0%0.01%
+11.1%
Q2 2018$89,000
+1.1%
1,0000.0%0.01%
-10.0%
Q1 2018$88,000
-4.3%
1,0000.0%0.01%0.0%
Q4 2017$92,000
+5.7%
1,0000.0%0.01%0.0%
Q3 2017$87,000
+3.6%
1,0000.0%0.01%0.0%
Q2 2017$84,000
+2.4%
1,0000.0%0.01%0.0%
Q1 2017$82,000
+3.8%
1,0000.0%0.01%
-9.1%
Q4 2016$79,000
+3.9%
1,0000.0%0.01%0.0%
Q3 2016$76,000
+1.3%
1,0000.0%0.01%
-15.4%
Q2 2016$75,000
+2.7%
1,0000.0%0.01%
-7.1%
Q1 2016$73,000
+2.8%
1,0000.0%0.01%
-6.7%
Q4 2015$71,0000.0%1,0000.0%0.02%
-6.2%
Q3 2015$71,000
-1.4%
1,0000.0%0.02%0.0%
Q2 2015$72,000
-1.4%
1,0000.0%0.02%
-50.0%
Q1 2015$73,0000.0%1,0000.0%0.03%
-31.9%
Q4 2014$73,0001,0000.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Meridian Financial Partners LLC 68,571$8,104,0006.10%
ShoreHaven Wealth Partners, LLC 94,710$10,861,0005.88%
IAG Wealth Partners, LLC 130,910$15,013,0005.72%
WADE G W & INC 730,490$83,773,0004.46%
TOBIAS FINANCIAL ADVISORS, INC. 83,038$9,523,0004.04%
Traverso Chambers Private Wealth Management, LLC 67,250$7,712,0002.60%
Key FInancial Inc 32,994$3,784,0002.49%
MOLLER WEALTH PARTNERS 56,011$6,423,0002.24%
Graves Light Lenhart Wealth, Inc. 105,031$12,045,0002.06%
LAKE STREET PRIVATE WEALTH, LLC 55,490$6,364,0001.76%
View complete list of WISDOMTREE TR shareholders