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 ↓
Progeny 3, Inc. 545,350$29,345,00023.06%
Orgel Wealth Management, LLC 492,458$26,499,00022.64%
UNITED BANK 182,489$9,820,00011.85%
Heritage Wealth Advisors 249,646$13,439,00011.32%
DeGreen Capital Management LLC 225,256$12,121,00011.32%
RiverFront Investment Group, LLC 6,440,660$346,573,00010.03%
Horan Capital Advisors, LLC. 213,134$11,469,0009.58%
Financial Advantage, Inc. 145,394$7,824,0008.24%
Cornerstone Financial Partners, LLC 401,494$21,600,0007.98%
Permanens Capital L.P. 325,398$17,510,0007.37%
View complete list of WISDOMTREE TR shareholders