Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 362 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$26,000
+52.9%
429
+51.1%
0.00%0.0%
Q3 2021$17,0000.0%2840.0%0.00%0.0%
Q2 2021$17,0000.0%2840.0%0.00%0.0%
Q1 2021$17,000
+13.3%
2840.0%0.00%0.0%
Q4 2020$15,000
+15.4%
2840.0%0.00%0.0%
Q3 2020$13,0000.0%2840.0%0.00%0.0%
Q2 2020$13,000
+18.2%
2840.0%0.00%0.0%
Q1 2020$11,000
-26.7%
2840.0%0.00%0.0%
Q4 2019$15,000
+7.1%
2840.0%0.00%0.0%
Q3 2019$14,000
+7.7%
2840.0%0.00%0.0%
Q2 2019$13,000
-7.1%
2840.0%0.00%0.0%
Q1 2019$14,000
+7.7%
2840.0%0.00%0.0%
Q4 2018$13,000
-18.8%
2840.0%0.00%
-50.0%
Q3 2018$16,000
+6.7%
2840.0%0.00%0.0%
Q2 2018$15,0000.0%2840.0%0.00%0.0%
Q1 2018$15,000
-6.2%
2840.0%0.00%0.0%
Q4 2017$16,000
+6.7%
2840.0%0.00%0.0%
Q3 2017$15,000
+7.1%
2840.0%0.00%0.0%
Q2 2017$14,0000.0%2840.0%0.00%0.0%
Q1 2017$14,000
-89.1%
284
-89.0%
0.00%
-88.9%
Q4 2016$128,000
+7.6%
2,584
-7.4%
0.02%0.0%
Q3 2016$119,000
+14.4%
2,792
+3.9%
0.02%
+5.9%
Q2 2016$104,000
-14.0%
2,686
-3.3%
0.02%
-22.7%
Q1 2016$121,000
-46.2%
2,777
-38.3%
0.02%
-53.2%
Q4 2015$225,000
-11.4%
4,503
-7.2%
0.05%
-16.1%
Q3 2015$254,000
-15.1%
4,853
-7.1%
0.06%
-16.4%
Q2 2015$299,000
+73.8%
5,223
+67.4%
0.07%
-11.8%
Q1 2015$172,000
+3340.0%
3,121
+3329.7%
0.08%
+2433.3%
Q4 2014$5,000
-96.1%
91
-96.2%
0.00%
-92.5%
Q3 2014$129,000
+3125.0%
2,391
+2527.5%
0.04%
+3900.0%
Q2 2014$4,0000.0%910.0%0.00%0.0%
Q1 2014$4,000910.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$27,363,00024.35%
Investure, LLC 2,102,603$110,008,00021.89%
Permanens Capital L.P. 228,946$11,978,00016.99%
Spruce Investment Advisors LLC 921,499$48,213,00012.53%
Main Management LLC 1,035,924$54,200,00011.75%
JABODON PT CO 106,152$5,554,00011.16%
Hatteras Investment Partners, LP 607,000$31,758,00010.39%
TIEDEMANN TRUST CO 1,885,400$95,038,0008.46%
Constellation Wealth Advisors, LLC 1,698,267$88,853,0008.19%
CONNABLE OFFICE INC 514,692$26,929,0007.07%
View complete list of WISDOMTREE TR shareholders