BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 31 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$60,000
+1.7%
2,208
-16.3%
0.03%
-15.2%
Q1 2020$59,000
-46.4%
2,639
-31.8%
0.03%
-25.0%
Q4 2019$110,000
+11.1%
3,867
+8.4%
0.04%
-4.3%
Q3 2019$99,000
+1.0%
3,5670.0%0.05%
+2.2%
Q2 2019$98,000
-66.0%
3,567
-66.6%
0.04%
-66.7%
Q1 2019$288,000
-3.7%
10,689
-9.1%
0.14%
-14.0%
Q4 2018$299,000
-25.1%
11,762
-9.7%
0.16%
-8.2%
Q3 2018$399,000
+1.8%
13,030
-2.2%
0.17%
-3.9%
Q2 2018$392,000
+1.8%
13,320
-2.5%
0.18%
+5.3%
Q1 2018$385,000
-4.9%
13,666
-2.1%
0.17%
-7.1%
Q4 2017$405,000
-1.9%
13,966
-0.3%
0.18%
-7.6%
Q3 2017$413,000
+8.4%
14,002
+6.5%
0.20%
+4.2%
Q2 2017$381,000
+33.2%
13,148
+30.5%
0.19%
+21.2%
Q1 2017$286,000
+28.3%
10,076
+23.8%
0.16%
+14.7%
Q4 2016$223,000
+47.7%
8,140
+46.9%
0.14%
+54.5%
Q3 2016$151,000
+51.0%
5,540
+47.2%
0.09%
+37.5%
Q2 2016$100,000
+3.1%
3,7630.0%0.06%
-3.0%
Q1 2016$97,0003,7630.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 2,015,430$55,686,00033.25%
Lenox Wealth Advisors, LLC 1,423,492$39,331,0006.55%
RHS Financial, LLC 125,913$3,479,0004.10%
Opes Wealth Management LLC 9,948,800$2,749,0001.81%
MACROVIEW INVESTMENT MANAGEMENT LLC 24,948$689,0001.49%
CABOT WEALTH MANAGEMENT INC 151,930$4,198,0000.89%
McAdam, LLC 90,990$2,514,0000.68%
Stratos Investment Management, LLC 40,132$1,109,0000.63%
Financial Enhancement Group LLC 46,640$1,289,0000.35%
Tidal Investments LLC 15,357$424,0000.19%
View complete list of WISDOMTREE TR shareholders