Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRE and the CUSIP is 97717W323. A total of 28 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$72,000
+1.4%
2,5600.0%0.00%0.0%
Q3 2021$71,000
-6.6%
2,5600.0%0.00%0.0%
Q2 2021$76,0000.0%2,5600.0%0.00%
-20.0%
Q1 2021$76,000
+5.6%
2,5600.0%0.01%0.0%
Q4 2020$72,000
+9.1%
2,560
-6.9%
0.01%0.0%
Q3 2020$66,000
+6.5%
2,7500.0%0.01%0.0%
Q2 2020$62,000
+19.2%
2,7500.0%0.01%0.0%
Q1 2020$52,000
-56.3%
2,750
-39.7%
0.01%
-44.4%
Q4 2019$119,000
+12.3%
4,5640.0%0.01%0.0%
Q3 2019$106,000
-15.2%
4,564
-9.9%
0.01%
-18.2%
Q2 2019$125,000
+15.7%
5,064
+15.8%
0.01%
+10.0%
Q1 2019$108,000
+0.9%
4,372
-8.6%
0.01%
-16.7%
Q4 2018$107,000
-5.3%
4,783
+0.7%
0.01%0.0%
Q3 2018$113,000
-2.6%
4,748
+0.9%
0.01%0.0%
Q2 2018$116,000
-10.8%
4,705
-2.7%
0.01%
-14.3%
Q1 2018$130,000
-1.5%
4,837
-0.2%
0.01%0.0%
Q4 2017$132,000
+4.8%
4,8460.0%0.01%0.0%
Q3 2017$126,000
+9.6%
4,846
+1.0%
0.01%0.0%
Q2 2017$115,000
+15.0%
4,800
+11.0%
0.01%
+7.7%
Q1 2017$100,000
+11.1%
4,323
+0.5%
0.01%0.0%
Q4 2016$90,000
-4.3%
4,301
+5.5%
0.01%
-7.1%
Q3 2016$94,000
+22.1%
4,078
+14.8%
0.01%
+7.7%
Q2 2016$77,000
+381.2%
3,552
+364.9%
0.01%
+333.3%
Q1 2016$16,000
+14.3%
7640.0%0.00%0.0%
Q4 2015$14,000764
+1597.8%
0.00%
Q3 2015$0
-100.0%
45
-99.9%
0.00%
-100.0%
Q2 2015$972,000
+1442.9%
40,660
+1446.0%
0.22%
+675.0%
Q1 2015$63,000
-4.5%
2,6300.0%0.03%
-33.3%
Q4 2014$66,000
+46.7%
2,630
+44.5%
0.04%
+200.0%
Q3 2014$45,0001,8200.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 239,361$5,107,9692.47%
One Capital Management, LLC 1,315,042$29,338,5871.30%
Professional Financial Advisors, LLC 32,351$721,7470.33%
Occidental Asset Management, LLC 50,086$1,117,4260.26%
NewEdge Wealth, LLC 295,806$6,599,4330.21%
Great Waters Wealth Management 23,592$524,2040.10%
Capital Advisors, Ltd. LLC 25,581$5710.09%
180 WEALTH ADVISORS, LLC 12,365$275,8630.06%
KMG FIDUCIARY PARTNERS, LLC 18,841$420,3460.06%
Princeton Global Asset Management LLC 7,333$163,5990.05%
View complete list of WISDOMTREE TR shareholders