Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 179 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$10,000
-72.2%
287
-79.5%
0.00%
-75.0%
Q1 2018$36,000
-5.3%
1,4000.0%0.00%0.0%
Q4 2017$38,000
+8.6%
1,4000.0%0.00%0.0%
Q3 2017$35,000
-12.5%
1,400
-16.2%
0.00%
-20.0%
Q2 2017$40,0000.0%1,6700.0%0.01%0.0%
Q1 2017$40,000
+21.2%
1,6700.0%0.01%0.0%
Q4 2016$33,000
-19.5%
1,670
-13.1%
0.01%
-16.7%
Q3 2016$41,000
+7.9%
1,9220.0%0.01%0.0%
Q2 2016$38,000
+31.0%
1,922
+26.3%
0.01%
+20.0%
Q1 2016$29,000
-3.3%
1,5220.0%0.01%
-16.7%
Q4 2015$30,000
+500.0%
1,522
+504.0%
0.01%
+500.0%
Q3 2015$5,000
-64.3%
252
-60.3%
0.00%
-66.7%
Q2 2015$14,0006350.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders