BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 159 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 1.68 and the average weighting 0.5%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$4,889
-2.2%
1500.0%0.00%0.0%
Q3 2022$5,000
+25.0%
1500.0%0.00%
+100.0%
Q2 2022$4,000
-20.0%
1500.0%0.00%0.0%
Q1 2022$5,0000.0%1500.0%0.00%0.0%
Q4 2021$5,0000.0%150
-25.0%
0.00%
-50.0%
Q2 2017$5,0000.0%2000.0%0.00%
-33.3%
Q1 2017$5,0000.0%2000.0%0.00%0.0%
Q4 2016$5,000
-61.5%
200
-66.7%
0.00%
-62.5%
Q3 2016$13,0000.0%6000.0%0.01%0.0%
Q2 2016$13,000
+8.3%
6000.0%0.01%0.0%
Q1 2016$12,0000.0%6000.0%0.01%0.0%
Q4 2015$12,000
-84.6%
600
-84.6%
0.01%
-85.2%
Q3 2015$78,000
-32.2%
3,900
-26.4%
0.05%
-21.7%
Q2 2015$115,000
-17.3%
5,300
-13.1%
0.07%
-16.9%
Q1 2015$139,000
+3.7%
6,1000.0%0.08%
+6.4%
Q4 2014$134,000
-18.3%
6,100
-18.7%
0.08%
-20.4%
Q3 2014$164,000
+121.6%
7,500
+127.3%
0.10%
+117.8%
Q2 2014$74,000
+722.2%
3,300
+633.3%
0.04%
+650.0%
Q1 2014$9,000
+12.5%
4500.0%0.01%0.0%
Q4 2013$8,0004500.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,761,9846.73%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,536,0153.93%
Black Swift Group, LLC 267,524$9,834,1823.21%
Whitaker-Myers Wealth Managers, LTD. 138,189$5,079,8283.15%
Meditor Group Ltd 60,700$2,231,3322.89%
Carmel Capital Management L.L.C. 91,655$3,369,2381.91%
Randolph Co Inc 214,785$7,895,4971.27%
Ferguson Shapiro LLC 61,098$2,245,9621.24%
Redhawk Wealth Advisors, Inc. 95,100$3,495,8931.16%
Money Design Co.,Ltd. 473,471$17,4051.06%
View complete list of WISDOMTREE TR shareholders