Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 338 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.5%.

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 Q4 2017
NameSharesValueWeighting ↓
Orgel Wealth Management, LLC 492,501$25,571,00016.06%
RAMSEY ASSET MANAGEMENT 125,325$6,507,00011.99%
Heritage Wealth Advisors 254,908$13,233,00010.37%
Horan Capital Advisors, LLC. 235,632$12,234,0009.51%
RiverFront Investment Group, LLC 6,346,075$329,488,0008.89%
Permanens Capital L.P. 312,311$16,215,0008.39%
Financial Advantage, Inc. 149,770$7,776,0007.06%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 525,933$27,306,0006.10%
UNITED BANK 111,258$5,777,0005.79%
Janney Capital Management LLC 1,889,116$98,082,0005.28%
View complete list of WISDOMTREE TR shareholders