BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 20 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$70,000
+7.7%
3,9570.0%0.03%
-8.3%
Q1 2020$65,000
-30.1%
3,957
-20.8%
0.04%
-2.7%
Q4 2019$93,000
+9.4%
4,999
+7.3%
0.04%
-5.1%
Q3 2019$85,000
-3.4%
4,6580.0%0.04%
-4.9%
Q2 2019$88,000
+3.5%
4,6580.0%0.04%
+2.5%
Q1 2019$85,000
-7.6%
4,658
-7.9%
0.04%
-16.7%
Q4 2018$92,0000.0%5,0580.0%0.05%
+23.1%
Q3 2018$92,000
-2.1%
5,0580.0%0.04%
-9.3%
Q2 2018$94,000
-24.8%
5,058
-19.7%
0.04%
-21.8%
Q1 2018$125,000
+1.6%
6,299
-0.9%
0.06%0.0%
Q4 2017$123,000
-9.6%
6,358
-11.2%
0.06%
-15.4%
Q3 2017$136,000
-4.9%
7,158
-6.8%
0.06%
-8.5%
Q2 2017$143,000
+5.9%
7,684
+4.6%
0.07%
-4.1%
Q1 2017$135,000
+2.3%
7,343
-2.1%
0.07%
-7.5%
Q4 2016$132,000
-15.4%
7,499
-12.3%
0.08%
-12.1%
Q3 2016$156,000
-6.0%
8,549
-7.6%
0.09%
-15.0%
Q2 2016$166,000
+1.2%
9,2490.0%0.11%
-4.5%
Q1 2016$164,000
+2.5%
9,249
-3.1%
0.11%
+2.8%
Q4 2015$160,000
-34.7%
9,549
-34.6%
0.11%
-35.5%
Q3 2015$245,000
-7.5%
14,5990.0%0.17%
+5.6%
Q2 2015$265,0000.0%14,5990.0%0.16%
+0.6%
Q1 2015$265,000
-7.3%
14,599
-5.4%
0.16%
-4.2%
Q4 2014$286,000
-29.0%
15,431
-24.7%
0.17%
-31.4%
Q3 2014$403,000
-7.6%
20,481
-3.3%
0.24%
-8.0%
Q2 2014$436,000
+2.1%
21,1810.0%0.26%
-9.0%
Q1 2014$427,000
+0.5%
21,1810.0%0.29%
-11.3%
Q4 2013$425,000
-10.3%
21,181
-10.0%
0.33%
-31.1%
Q3 2013$474,000
+0.4%
23,5440.0%0.47%
+13.2%
Q2 2013$472,00023,5440.42%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 76,881$1,292,0000.38%
Gradient Investments LLC 88,903$1,494,0000.20%
Evanson Asset Management, LLC 18,375$309,0000.11%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,549$160,0000.11%
IndexIQ Advisors LLC 14,299$240,0000.02%
BBVA USA Bancshares, Inc. 10,567$177,0000.01%
JANE STREET GROUP, LLC 70,310$1,181,0000.01%
FIRST INTERSTATE BANK 1,000$17,0000.00%
GOLDMAN SACHS GROUP INC 304,115$5,109,0000.00%
LPL Financial LLC 27,894$464,0000.00%
View complete list of WISDOMTREE TR shareholders