Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 331 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$59,000
+5.4%
7420.0%0.00%0.0%
Q3 2021$56,0000.0%7420.0%0.00%0.0%
Q2 2021$56,000
+5.7%
7420.0%0.00%0.0%
Q1 2021$53,000
+8.2%
7420.0%0.00%0.0%
Q4 2020$49,000
+8.9%
7420.0%0.00%0.0%
Q3 2020$45,0000.0%7420.0%0.00%
-25.0%
Q2 2020$45,000
+18.4%
7420.0%0.00%0.0%
Q1 2020$38,000
-26.9%
7420.0%0.00%0.0%
Q4 2019$52,000
+6.1%
7420.0%0.00%0.0%
Q3 2019$49,000
-57.4%
742
-57.4%
0.00%
-60.0%
Q2 2019$115,000
+3.6%
1,7400.0%0.01%0.0%
Q1 2019$111,0000.0%1,740
-10.3%
0.01%
-16.7%
Q4 2018$111,000
-9.0%
1,9400.0%0.01%
-7.7%
Q3 2018$122,000
+11.9%
1,940
+11.5%
0.01%
+8.3%
Q2 2018$109,0000.0%1,7400.0%0.01%0.0%
Q1 2018$109,000
-0.9%
1,7400.0%0.01%0.0%
Q4 2017$110,000
-14.7%
1,740
-12.6%
0.01%
-20.0%
Q3 2017$129,000
+4.0%
1,9900.0%0.02%0.0%
Q2 2017$124,000
-6.1%
1,990
-5.6%
0.02%
-11.8%
Q1 2017$132,000
+3.9%
2,108
-5.0%
0.02%
-5.6%
Q4 2016$127,000
-2.3%
2,220
-8.3%
0.02%
-10.0%
Q3 2016$130,000
-2.3%
2,420
-8.7%
0.02%
-9.1%
Q2 2016$133,000
-2.9%
2,6500.0%0.02%
-12.0%
Q1 2016$137,000
+10.5%
2,650
+14.8%
0.02%
-3.8%
Q4 2015$124,000
-6.1%
2,3080.0%0.03%
-10.3%
Q3 2015$132,000
+1.5%
2,308
+9.5%
0.03%0.0%
Q2 2015$130,000
+128.1%
2,108
+145.1%
0.03%
+16.0%
Q1 2015$57,000
+1040.0%
860
+760.0%
0.02%
+1150.0%
Q3 2014$5,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$27,430,00037.06%
Financial Advantage, Inc. 161,004$9,087,0007.42%
Permanens Capital L.P. 215,425$12,159,0004.58%
Intercontinental Wealth Advisors, LLC 129,745$7,323,0004.09%
Evolution Wealth Advisors, LLC 132,054$7,453,0003.40%
Clearwater Capital Advisors, LLC 273,496$15,436,0003.38%
Janney Capital Management LLC 1,046,878$59,086,0003.19%
TPG Financial Advisors, LLC 47,112$2,659,0002.89%
GenTrust, LLC 283,460$15,998,0002.86%
Itau Unibanco Holding S.A. 1,032,543$58,277,0002.64%
View complete list of WISDOMTREE TR shareholders