BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 53 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

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 2018
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,45510.02%
Global Wealth Strategies & Associates 180,662$5,549,9242.59%
Stratos Investment Management, LLC 268,035$8,234,0601.23%
Opes Wealth Management LLC 78,326$2,406,1970.67%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.60%
Avestar Capital, LLC 93,805$2,881,6900.41%
Atlantic Private Wealth, LLC 9,908$304,3740.31%
Private Capital Management, LLC 30,608$940,2680.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,666$51,1820.07%
RAYMOND JAMES TRUST N.A. 71,512$2,196,8480.06%
View complete list of WISDOMTREE TR shareholders