BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 306 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$14,000
+7.7%
2000.0%0.01%0.0%
Q3 2019$13,0000.0%2000.0%0.01%0.0%
Q2 2019$13,0000.0%2000.0%0.01%0.0%
Q1 2019$13,000
+18.2%
2000.0%0.01%0.0%
Q4 2018$11,000
-15.4%
2000.0%0.01%0.0%
Q3 2018$13,0000.0%2000.0%0.01%0.0%
Q2 2018$13,000
+8.3%
2000.0%0.01%
+20.0%
Q1 2018$12,0000.0%2000.0%0.01%0.0%
Q4 2017$12,000
-7.7%
2000.0%0.01%
-16.7%
Q3 2017$13,000
+8.3%
2000.0%0.01%0.0%
Q2 2017$12,000
-7.7%
2000.0%0.01%
-14.3%
Q1 2017$13,000
+8.3%
2000.0%0.01%0.0%
Q4 2016$12,000
-55.6%
200
-60.0%
0.01%
-56.2%
Q3 2016$27,000
+28.6%
500
+25.0%
0.02%
+14.3%
Q2 2016$21,0000.0%4000.0%0.01%0.0%
Q1 2016$21,000
-4.5%
4000.0%0.01%
-6.7%
Q4 2015$22,0000.0%4000.0%0.02%0.0%
Q3 2015$22,000
-12.0%
4000.0%0.02%0.0%
Q2 2015$25,000
-35.9%
400
-33.3%
0.02%
-34.8%
Q1 2015$39,000
+18.2%
6000.0%0.02%
+21.1%
Q4 2014$33,000
-5.7%
6000.0%0.02%
-9.5%
Q3 2014$35,000
+191.7%
600
+200.0%
0.02%
+200.0%
Q2 2014$12,0002000.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2016
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders