Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 252 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 0.54 and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$2,000
-81.8%
60
-79.2%
0.00%
-100.0%
Q4 2020$11,000
+266.7%
289
+189.0%
0.00%
Q3 2020$3,0000.0%1000.0%0.00%
Q2 2020$3,000
-76.9%
100
-75.4%
0.00%
-100.0%
Q1 2020$13,000
-43.5%
406
-19.8%
0.00%
-50.0%
Q4 2019$23,000
+15.0%
5060.0%0.00%0.0%
Q3 2019$20,000
-9.1%
5060.0%0.00%0.0%
Q2 2019$22,0000.0%5060.0%0.00%0.0%
Q1 2019$22,000
+10.0%
5060.0%0.00%0.0%
Q4 2018$20,000
-9.1%
5060.0%0.00%0.0%
Q3 2018$22,000
+175.0%
506
+153.0%
0.00%
+100.0%
Q2 2018$8,000
-11.1%
2000.0%0.00%0.0%
Q1 2018$9,0000.0%2000.0%0.00%0.0%
Q4 2017$9,000
+12.5%
2000.0%0.00%0.0%
Q3 2017$8,000
-33.3%
200
-33.3%
0.00%0.0%
Q2 2017$12,0000.0%3000.0%0.00%
-50.0%
Q1 2017$12,000
+9.1%
3000.0%0.00%0.0%
Q4 2016$11,000
-35.3%
300
-34.4%
0.00%
-33.3%
Q3 2016$17,000
+6.2%
4570.0%0.00%0.0%
Q2 2016$16,000
+33.3%
457
+28.0%
0.00%
+50.0%
Q1 2016$12,000
-14.3%
357
-21.9%
0.00%
-33.3%
Q4 2015$14,000
-73.1%
457
-69.1%
0.00%
-75.0%
Q3 2015$52,000
-27.8%
1,479
-10.8%
0.01%
-25.0%
Q2 2015$72,000
+132.3%
1,659
+125.1%
0.02%
+14.3%
Q1 2015$31,000
+24.0%
737
+27.1%
0.01%
-12.5%
Q4 2014$25,000
-68.4%
580
-66.5%
0.02%
-33.3%
Q3 2014$79,000
-19.4%
1,730
-8.3%
0.02%
-11.1%
Q2 2014$98,000
+15.3%
1,887
+9.1%
0.03%
-3.6%
Q1 2014$85,000
+9.0%
1,730
+13.1%
0.03%0.0%
Q4 2013$78,000
+41.8%
1,530
+41.7%
0.03%
+33.3%
Q3 2013$55,000
+71.9%
1,080
+58.8%
0.02%
+31.2%
Q2 2013$32,0006800.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 109,600$5,241,00010.81%
Larson Financial Group LLC 110,798$5,298,0006.22%
Accredited Investors Inc. 417,058$19,944,0005.45%
Financial Services Advisory Inc 85,495$4,088,0004.36%
XPONANCE, INC. 190,796$9,121,0003.84%
GM Advisory Group, LLC 210,015$10,043,0003.03%
Cornerstone Capital, Inc. 381,765$18,256,0003.01%
MENLO ADVISORS LLC 74,770$3,575,0002.59%
McNamara Financial Services, Inc. 117,101$5,600,0002.55%
Bridgecreek Investment Management, LLC 200,450$9,586,0002.16%
View complete list of WISDOMTREE TR shareholders