BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 132 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 1.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2016$38,000
-35.6%
900
-40.0%
0.02%
-42.1%
Q2 2016$59,000
+3.5%
1,5000.0%0.04%
-2.6%
Q1 2016$57,000
+7.5%
1,5000.0%0.04%
+8.3%
Q4 2015$53,000
-25.4%
1,500
-25.0%
0.04%
-26.5%
Q3 2015$71,000
-18.4%
2,0000.0%0.05%
-7.5%
Q2 2015$87,000
-1.1%
2,0000.0%0.05%0.0%
Q1 2015$88,000
+2.3%
2,0000.0%0.05%
+6.0%
Q4 2014$86,000
-6.5%
2,0000.0%0.05%
-9.1%
Q3 2014$92,000
-4.2%
2,0000.0%0.06%
-5.2%
Q2 2014$96,0002,0000.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders