Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 81 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$84,000
+6.3%
1,8300.0%0.00%0.0%
Q3 2021$79,000
-1.2%
1,8300.0%0.00%
-20.0%
Q2 2021$80,000
+6.7%
1,8300.0%0.01%0.0%
Q1 2021$75,000
+5.6%
1,8300.0%0.01%0.0%
Q4 2020$71,000
+7.6%
1,8300.0%0.01%0.0%
Q3 2020$66,000
-18.5%
1,830
-21.5%
0.01%
-28.6%
Q2 2020$81,000
+15.7%
2,3300.0%0.01%0.0%
Q1 2020$70,000
-16.7%
2,3300.0%0.01%0.0%
Q4 2019$84,000
+7.7%
2,3300.0%0.01%0.0%
Q3 2019$78,000
+1.3%
2,330
-1.5%
0.01%0.0%
Q2 2019$77,000
-3.8%
2,366
-5.7%
0.01%0.0%
Q1 2019$80,000
-48.7%
2,509
-54.6%
0.01%
-58.8%
Q4 2018$156,000
-31.3%
5,530
-21.8%
0.02%
-29.2%
Q3 2018$227,000
-1.7%
7,075
-2.6%
0.02%
-4.0%
Q2 2018$231,000
-47.0%
7,266
-48.6%
0.02%
-47.9%
Q1 2018$436,000
-63.2%
14,134
-62.2%
0.05%
-63.1%
Q4 2017$1,185,000
-0.2%
37,403
-2.5%
0.13%
-3.7%
Q3 2017$1,187,000
-0.3%
38,365
-4.6%
0.14%
-6.2%
Q2 2017$1,190,000
+2.8%
40,225
-1.3%
0.14%
-2.7%
Q1 2017$1,158,000
+3.4%
40,759
-4.2%
0.15%
-7.5%
Q4 2016$1,120,000
+21.0%
42,531
+21.1%
0.16%
+15.1%
Q3 2016$926,000
+37.8%
35,132
+34.0%
0.14%
+24.1%
Q2 2016$672,000
+34.4%
26,209
+34.3%
0.11%
+20.4%
Q1 2016$500,000
+62.3%
19,522
+67.2%
0.09%
+45.3%
Q4 2015$308,000
+111.0%
11,673
+106.7%
0.06%
+100.0%
Q3 2015$146,000
+1725.0%
5,646
+1727.2%
0.03%
+1500.0%
Q2 2015$8,0003090.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Americana Partners, LLC 275,271$10,000,0005.60%
Summit Asset Management, LLC 356,736$12,960,0005.53%
Trinity Wealth Management, LLC 101,307$3,680,0003.70%
FIFTH THIRD SECURITIES, INC. 104,004$3,778,438,0003.08%
Ameritas Investment Company, LLC 368,267$13,379,0002.81%
WESCAP Management Group, Inc. 192,289$6,985,0002.72%
CLIENT 1ST ADVISORY GROUP, LLC 74,143$2,694,0002.66%
Stewardship Advisors, LLC 102,344$3,718,0002.34%
VIVID FINANCIAL MANAGEMENT, INC. 58,306$2,164,0002.31%
Financial Enhancement Group LLC 162,253$5,895,0001.48%
View complete list of WISDOMTREE TR shareholders