Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 254 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

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 Q2 2019
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders