Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 115 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$2,492,000
+8.3%
44,517
+0.5%
0.13%
+3.1%
Q3 2021$2,302,000
+1.7%
44,277
+2.5%
0.13%
+0.8%
Q2 2021$2,263,000
+7.6%
43,211
+4.6%
0.13%
-0.8%
Q1 2021$2,104,000
+25.7%
41,317
+7.3%
0.13%
+16.2%
Q4 2020$1,674,000
+32.0%
38,523
+3.8%
0.11%
+13.3%
Q3 2020$1,268,000
+21.0%
37,111
+15.4%
0.10%
+12.6%
Q2 2020$1,048,000
+36.1%
32,170
+10.4%
0.09%
+14.5%
Q1 2020$770,000
-90.8%
29,150
-85.3%
0.08%
-88.6%
Q4 2019$8,355,000
+278.9%
198,505
+254.9%
0.66%
+244.0%
Q3 2019$2,205,000
+22.9%
55,926
+24.7%
0.19%
+23.7%
Q2 2019$1,794,000
+29800.0%
44,854
+27084.2%
0.16%
+15500.0%
Q1 2019$6,000
+20.0%
1650.0%0.00%0.0%
Q4 2018$5,000
-16.7%
1650.0%0.00%0.0%
Q3 2018$6,0000.0%1650.0%0.00%0.0%
Q2 2018$6,0000.0%1650.0%0.00%0.0%
Q1 2018$6,0001650.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 458,973$22,315,2826.00%
Great Point Wealth Advisors, LLC 206,071$10,019,1703.36%
THEORY FINANCIAL LLC 69,922$3,399,6082.25%
Consolidated Planning Corp 112,442$5,466,9531.51%
Oxler Private Wealth LLC 38,566$1,875,0801.01%
Clearwater Capital Advisors, LLC 155,288$7,550,1030.98%
Breakwater Capital Group 26,266$1,277,0530.67%
Aurora Private Wealth, Inc. 11,884$5780.66%
CULBERTSON A N & CO INC 50,222$2,441,7740.51%
Stratos Wealth Partners, LTD. 387,245$18,827,8780.48%
View complete list of WISDOMTREE TR shareholders