Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 2021. 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$2,525,000
+11.4%
49,926
+1.3%
0.13%
+5.5%
Q3 2021$2,266,000
+0.6%
49,284
+1.1%
0.13%0.0%
Q2 2021$2,252,000
+15.5%
48,746
+8.3%
0.13%
+5.8%
Q1 2021$1,950,000
+10.5%
45,004
+2.4%
0.12%
+2.6%
Q4 2020$1,764,000
+15.9%
43,946
+2.3%
0.12%0.0%
Q3 2020$1,522,000
+14.0%
42,971
+6.8%
0.12%
+5.4%
Q2 2020$1,335,000
+19.6%
40,253
+1.4%
0.11%
+0.9%
Q1 2020$1,116,000
+407.3%
39,704
+561.7%
0.11%
+547.1%
Q4 2019$220,000
+9.5%
6,0000.0%0.02%
-5.6%
Q3 2019$201,000
+2.0%
6,0000.0%0.02%
+5.9%
Q2 2019$197,000
+3.7%
6,0000.0%0.02%
-5.6%
Q1 2019$190,000
+10.5%
6,0000.0%0.02%
-5.3%
Q4 2018$172,000
-11.8%
6,0000.0%0.02%
-9.5%
Q3 2018$195,000
+6.0%
6,0000.0%0.02%
+5.0%
Q2 2018$184,000
+1.1%
6,0000.0%0.02%0.0%
Q1 2018$182,000
-2.2%
6,0000.0%0.02%0.0%
Q4 2017$186,000
+5.7%
6,000
+200.0%
0.02%0.0%
Q3 2017$176,000
+6.0%
2,0000.0%0.02%0.0%
Q2 2017$166,000
+2.5%
2,0000.0%0.02%
-4.8%
Q1 2017$162,000
+5.2%
2,0000.0%0.02%
-4.5%
Q4 2016$154,000
+6.2%
2,0000.0%0.02%0.0%
Q3 2016$145,000
+4.3%
2,0000.0%0.02%
-4.3%
Q2 2016$139,0000.0%2,0000.0%0.02%
-11.5%
Q1 2016$139,000
+0.7%
2,0000.0%0.03%
-10.3%
Q4 2015$138,000
-0.7%
2,0000.0%0.03%
-6.5%
Q3 2015$139,000
-2.8%
2,0000.0%0.03%
-3.1%
Q2 2015$143,000
+0.7%
2,0000.0%0.03%
-27.3%
Q3 2014$142,000
+4.4%
2,0000.0%0.04%
+15.8%
Q2 2014$136,000
+3.8%
2,0000.0%0.04%
-11.6%
Q1 2014$131,000
+2.3%
2,0000.0%0.04%
-4.4%
Q4 2013$128,000
+9.4%
2,0000.0%0.04%
+2.3%
Q3 2013$117,0002,0000.0%0.04%
Q2 2013$02,0000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders