Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$48,000
+6.7%
4850.0%0.00%0.0%
Q3 2021$45,000
-4.3%
4850.0%0.00%0.0%
Q2 2021$47,000
+4.4%
4850.0%0.00%0.0%
Q1 2021$45,000
+12.5%
4850.0%0.00%0.0%
Q4 2020$40,000
+11.1%
4850.0%0.00%0.0%
Q3 2020$36,000
+2.9%
4850.0%0.00%0.0%
Q2 2020$35,000
+12.9%
4850.0%0.00%0.0%
Q1 2020$31,000
-29.5%
4850.0%0.00%0.0%
Q4 2019$44,000
+4.8%
4850.0%0.00%
-25.0%
Q3 2019$42,000
-12.5%
485
-14.9%
0.00%0.0%
Q2 2019$48,0000.0%5700.0%0.00%0.0%
Q1 2019$48,000
-43.5%
570
-46.7%
0.00%
-55.6%
Q4 2018$85,000
-11.5%
1,0700.0%0.01%
-10.0%
Q3 2018$96,000
+6.7%
1,070
+2.4%
0.01%0.0%
Q2 2018$90,000
+2.3%
1,0450.0%0.01%0.0%
Q1 2018$88,000
-4.3%
1,0450.0%0.01%0.0%
Q4 2017$92,000
-3.2%
1,045
-6.3%
0.01%
-9.1%
Q3 2017$95,0000.0%1,115
-4.3%
0.01%0.0%
Q2 2017$95,000
-1.0%
1,1650.0%0.01%
-8.3%
Q1 2017$96,000
+3.2%
1,1650.0%0.01%
-7.7%
Q4 2016$93,000
-6.1%
1,165
-7.9%
0.01%
-13.3%
Q3 2016$99,000
+11.2%
1,265
+8.6%
0.02%0.0%
Q2 2016$89,000
+2.3%
1,1650.0%0.02%
-6.2%
Q1 2016$87,0000.0%1,165
-6.0%
0.02%
-11.1%
Q4 2015$87,000
+17.6%
1,240
+19.2%
0.02%
+12.5%
Q3 2015$74,000
+54.2%
1,040
+60.0%
0.02%
+45.5%
Q2 2015$48,000
-2.0%
6500.0%0.01%
-50.0%
Q1 2015$49,000
+2.1%
6500.0%0.02%
+69.2%
Q2 2014$48,000
+4.3%
6500.0%0.01%
-13.3%
Q1 2014$46,000
+4.5%
6500.0%0.02%
-6.2%
Q4 2013$44,000
+7.3%
6500.0%0.02%
+6.7%
Q3 2013$41,0006500.0%0.02%
Q2 2013$06500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders