Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 378 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$31,765,000
+4.1%
483,490
-6.7%
1.69%
-0.8%
Q3 2021$30,504,000
+7.2%
518,422
+8.7%
1.70%
+5.8%
Q2 2021$28,460,000
+4.2%
476,972
-0.1%
1.61%
-4.1%
Q1 2021$27,301,000
+6.3%
477,391
+0.3%
1.68%
-1.8%
Q4 2020$25,686,000
+15.8%
476,031
+6.4%
1.71%
-0.2%
Q3 2020$22,183,000
+22.3%
447,523
+12.2%
1.71%
+13.2%
Q2 2020$18,140,000
+14.7%
398,790
-1.9%
1.51%
-2.6%
Q1 2020$15,822,000
-7.8%
406,633
+14.8%
1.55%
+13.9%
Q4 2019$17,161,000
+7.3%
354,058
-0.2%
1.36%
-2.4%
Q3 2019$15,989,000
-1.9%
354,604
-5.0%
1.40%
-1.6%
Q2 2019$16,300,000
+5.8%
373,447
+4.3%
1.42%
-1.7%
Q1 2019$15,410,000
-20.0%
357,888
-28.1%
1.44%
-32.7%
Q4 2018$19,274,000
-26.9%
497,544
-16.4%
2.14%
-23.1%
Q3 2018$26,373,000
-45.0%
594,942
-49.1%
2.79%
-45.4%
Q2 2018$47,922,000
+5.5%
1,168,566
+3.8%
5.11%
+2.5%
Q1 2018$45,421,000
+1.8%
1,125,415
+4.5%
4.99%
+2.2%
Q4 2017$44,607,000
+14.1%
1,076,705
+6.4%
4.88%
+9.5%
Q3 2017$39,095,000
+61.2%
1,011,783
+53.4%
4.45%
+51.8%
Q2 2017$24,260,000
+28.9%
659,617
+24.3%
2.93%
+22.3%
Q1 2017$18,824,000
+42.6%
530,569
+33.7%
2.40%
+27.3%
Q4 2016$13,202,000
+84.8%
396,824
+79.4%
1.88%
+75.6%
Q3 2016$7,143,000
+26.5%
221,239
+23.7%
1.07%
+13.7%
Q2 2016$5,646,000
+5.7%
178,797
+4.7%
0.94%
-4.8%
Q1 2016$5,342,000
+125.5%
170,844
+118.8%
0.99%
+101.2%
Q4 2015$2,369,000
+80.6%
78,078
+79.8%
0.49%
+69.4%
Q3 2015$1,312,000
+569.4%
43,419
+588.6%
0.29%
+561.4%
Q2 2015$196,000
-0.5%
6,3050.0%0.04%
-49.4%
Q1 2015$197,0006,3050.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,248,815$460,227,27435.24%
Choice Wealth Advisors, LLC 336,710$21,377,70415.10%
Team Financial Group, LLC 255,381$16,214,12013.39%
Spinnaker Investment Group, LLC 582,453$36,979,93312.43%
Prestige Wealth Management Group LLC 759,025$48,190,47811.88%
Lauer Wealth, LLC 163,976$10,601,03511.44%
PALO ALTO WEALTH ADVISORS, LLC 210,562$13,368,58111.16%
Private Wealth Strategies, L.L.C. 696,124$44,196,88811.03%
Aspire Capital Advisors LLC 373,037$23,684,08810.78%
AVAII WEALTH MANAGEMENT, LLC 205,371$13,039,0189.87%
View complete list of WISDOMTREE TR shareholders