BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 277 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.89 and the average weighting 0.8%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$40,000
+5.3%
9000.0%0.02%
-9.5%
Q1 2020$38,000
-20.8%
9000.0%0.02%
+10.5%
Q4 2019$48,000
+6.7%
9000.0%0.02%
-9.5%
Q3 2019$45,000
-16.7%
900
-18.2%
0.02%
-16.0%
Q2 2019$54,000
-3.6%
1,1000.0%0.02%
-3.8%
Q1 2019$56,000
+9.8%
1,1000.0%0.03%
-3.7%
Q4 2018$51,000
-38.6%
1,100
-22.8%
0.03%
-25.0%
Q3 2018$83,000
+7.8%
1,4250.0%0.04%
+2.9%
Q2 2018$77,000
-2.5%
1,4250.0%0.04%0.0%
Q1 2018$79,000
-6.0%
1,4250.0%0.04%
-7.9%
Q4 2017$84,000
+7.7%
1,4250.0%0.04%
+2.7%
Q3 2017$78,000
+5.4%
1,4250.0%0.04%0.0%
Q2 2017$74,000
+2.8%
1,4250.0%0.04%
-5.1%
Q1 2017$72,000
+1.4%
1,4250.0%0.04%
-9.3%
Q4 2016$71,000
+14.5%
1,4250.0%0.04%
+19.4%
Q3 2016$62,000
-12.7%
1,425
-21.9%
0.04%
-21.7%
Q2 2016$71,000
-49.6%
1,825
-43.4%
0.05%
-52.1%
Q1 2016$141,000
-13.0%
3,2250.0%0.10%
-12.7%
Q4 2015$162,000
+3.2%
3,2250.0%0.11%
+1.9%
Q3 2015$157,000
-24.2%
3,225
-11.0%
0.11%
-13.6%
Q2 2015$207,000
-4.2%
3,625
-7.6%
0.12%
-3.8%
Q1 2015$216,000
-4.0%
3,925
-14.2%
0.13%
-0.8%
Q4 2014$225,000
-18.5%
4,575
-13.3%
0.13%
-20.6%
Q3 2014$276,000
+109.1%
5,275
+97.2%
0.16%
+106.2%
Q2 2014$132,000
+57.1%
2,675
+50.7%
0.08%
+40.4%
Q1 2014$84,000
-6.7%
1,7750.0%0.06%
-17.4%
Q4 2013$90,0001,7750.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders