Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 110 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 3.97 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$34,000
+21.4%
7000.0%0.00%0.0%
Q1 2020$28,000
-37.8%
7000.0%0.00%
-25.0%
Q4 2019$45,000
+15.4%
7000.0%0.00%
+33.3%
Q3 2019$39,000
-18.8%
700
-16.4%
0.00%
-25.0%
Q2 2019$48,0000.0%8370.0%0.00%0.0%
Q1 2019$48,000
+26.3%
837
+19.6%
0.00%0.0%
Q4 2018$38,000
-13.6%
7000.0%0.00%
-20.0%
Q3 2018$44,000
-2.2%
7000.0%0.01%0.0%
Q2 2018$45,000
-6.2%
7000.0%0.01%0.0%
Q1 2018$48,000
-2.0%
7000.0%0.01%0.0%
Q4 2017$49,000
+2.1%
7000.0%0.01%0.0%
Q3 2017$48,000
+6.7%
7000.0%0.01%0.0%
Q2 2017$45,000
+9.8%
7000.0%0.01%0.0%
Q1 2017$41,000
+7.9%
7000.0%0.01%0.0%
Q4 2016$38,0000.0%7000.0%0.01%
-16.7%
Q3 2016$38,000
+8.6%
7000.0%0.01%0.0%
Q2 2016$35,000
-10.3%
7000.0%0.01%
-14.3%
Q1 2016$39,0000.0%7000.0%0.01%
-12.5%
Q4 2015$39,0000.0%7000.0%0.01%
-11.1%
Q3 2015$39,000
-2.5%
7000.0%0.01%0.0%
Q2 2015$40,000
+2.6%
7000.0%0.01%
-47.1%
Q1 2015$39,000
+5.4%
7000.0%0.02%
-29.2%
Q4 2014$37,000
+2.8%
7000.0%0.02%
+118.2%
Q3 2014$36,0007000.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Perella Weinberg Partners Capital Management LP 216,700$12,059,00011.47%
HARVEST CAPITAL MANAGEMENT INC 204,130$11,360,0005.01%
Lombard Odier Transatlantic Ltd 65,000$3,619,0002.82%
Polaris Wealth Advisory Group, LLC 221,704$12,338,0002.24%
Vontobel Swiss Wealth Advisors AG 58,594$3,261,0002.22%
GARNET EQUITY CAPITAL HOLDINGS, INC. 50,000$2,783,0002.18%
Gemmer Asset Management LLC 59,422$3,307,0002.00%
VICUS CAPITAL 173,695$9,666,0001.86%
New England Investment & Retirement Group, Inc. 72,336$4,025,0001.78%
Verity Asset Management, Inc. 29,719$1,654,0001.61%
View complete list of WISDOMTREE TR shareholders