BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 72 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$10,0000.0%100
-20.0%
0.01%
-16.7%
Q1 2020$10,000
-23.1%
1250.0%0.01%
+20.0%
Q4 2019$13,000
+8.3%
125
-0.8%
0.01%
-16.7%
Q3 2019$12,0000.0%126
+0.8%
0.01%0.0%
Q2 2019$12,0000.0%1250.0%0.01%0.0%
Q1 2019$12,000
+9.1%
1250.0%0.01%0.0%
Q4 2018$11,000
-8.3%
125
+0.8%
0.01%
+20.0%
Q3 2018$12,000
+9.1%
124
-0.8%
0.01%0.0%
Q2 2018$11,0000.0%125
+0.8%
0.01%0.0%
Q1 2018$11,0000.0%1240.0%0.01%0.0%
Q4 2017$11,000
-45.0%
124
-44.6%
0.01%
-50.0%
Q3 2017$20,000
+5.3%
2240.0%0.01%
+11.1%
Q2 2017$19,0000.0%2240.0%0.01%
-10.0%
Q1 2017$19,0000.0%2240.0%0.01%
-16.7%
Q4 2016$19,000
+5.6%
2240.0%0.01%
+20.0%
Q3 2016$18,000
-28.0%
224
-30.7%
0.01%
-37.5%
Q2 2016$25,000
+4.2%
3230.0%0.02%0.0%
Q1 2016$24,000
+4.3%
3230.0%0.02%0.0%
Q4 2015$23,000
-36.1%
323
-38.2%
0.02%
-36.0%
Q3 2015$36,000
-5.3%
5230.0%0.02%
+8.7%
Q2 2015$38,0000.0%5230.0%0.02%0.0%
Q1 2015$38,000
-2.6%
5230.0%0.02%0.0%
Q4 2014$39,000
+5.4%
523
+0.2%
0.02%
+4.5%
Q3 2014$37,0000.0%5220.0%0.02%0.0%
Q2 2014$37,000
+1750.0%
522
+2272.7%
0.02%
+2100.0%
Q1 2014$2,000
+100.0%
220.0%0.00%0.0%
Q4 2013$1,000220.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders