Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is AGZD and the CUSIP is 97717W380. A total of 26 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$8,000
-95.7%
180
-95.4%
0.00%
-100.0%
Q3 2021$184,000
-13.6%
3,940
-13.3%
0.01%
-16.7%
Q2 2021$213,000
-27.1%
4,547
-26.8%
0.01%
-33.3%
Q1 2021$292,000
+9633.3%
6,213
+7865.4%
0.02%
Q4 2020$3,000
-99.9%
78
-99.9%
0.00%
-100.0%
Q3 2020$5,447,000
+10.3%
116,422
+10.8%
0.42%
+1.9%
Q2 2020$4,939,000
+7.7%
105,038
+5.5%
0.41%
-8.4%
Q1 2020$4,584,000
-2.7%
99,516
+1.5%
0.45%
+20.0%
Q4 2019$4,713,000
+7.8%
98,062
+7.2%
0.38%
-1.8%
Q3 2019$4,372,000
+24.9%
91,479
+24.6%
0.38%
+25.2%
Q2 2019$3,499,000
+22.5%
73,445
+22.8%
0.30%
+13.8%
Q1 2019$2,857,000
+8.3%
59,821
+7.4%
0.27%
-8.5%
Q4 2018$2,637,000
-15.4%
55,704
-14.2%
0.29%
-11.2%
Q3 2018$3,116,000
+4.2%
64,925
+3.7%
0.33%
+3.4%
Q2 2018$2,990,000
+4.5%
62,625
+4.7%
0.32%
+1.6%
Q1 2018$2,862,000
+33.6%
59,798
+35.1%
0.31%
+34.2%
Q4 2017$2,142,000
-1.0%
44,252
-1.5%
0.23%
-4.9%
Q3 2017$2,163,000
+14.3%
44,943
+13.8%
0.25%
+7.4%
Q2 2017$1,892,000
+26.2%
39,477
+26.7%
0.23%
+19.9%
Q1 2017$1,499,000
+99.9%
31,161
+100.4%
0.19%
+78.5%
Q4 2016$750,000
+56.9%
15,547
+55.2%
0.11%
+48.6%
Q3 2016$478,000
+16.3%
10,020
+15.9%
0.07%
+4.3%
Q2 2016$411,000
+152.1%
8,648
+151.1%
0.07%
+130.0%
Q1 2016$163,000
+114.5%
3,444
+116.6%
0.03%
+87.5%
Q4 2015$76,000
+16.9%
1,590
+16.6%
0.02%
+14.3%
Q3 2015$65,0001,3640.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
USAdvisors Wealth Management, LLC 170,398$8,053,0005.72%
Harborview Advisors, LLC 107,496$5,135,0004.45%
Almanack Investment Partners, LLC. 79,021$3,775,0001.07%
Barber Financial Group, Inc. 96,219$4,596,0000.90%
Carroll Financial Associates, Inc. 59,821$2,857,0000.27%
CENTAURUS FINANCIAL, INC. 1,243$26,014,0000.15%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,015$192,0000.09%
HENGEHOLD CAPITAL MANAGEMENT LLC 6,877$329,0000.08%
AE Wealth Management LLC 14,489$692,0000.05%
WEALTHSOURCE PARTNERS, LLC 4,242$203,0000.05%
View complete list of WISDOMTREE TR shareholders