Bell Rock Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$289,000
-3.0%
4,482
-17.3%
0.25%
-5.7%
Q3 2019$298,000
-8.9%
5,422
-5.4%
0.26%
-8.0%
Q2 2019$327,000
+11.2%
5,732
+11.1%
0.29%
+69.8%
Q1 2019$294,000
+42.0%
5,161
+30.2%
0.17%
+21.6%
Q4 2018$207,000
+12.5%
3,965
+35.8%
0.14%
+54.4%
Q3 2018$184,000
-8.9%
2,920
-7.5%
0.09%
-11.8%
Q2 2018$202,000
-0.5%
3,156
+8.3%
0.10%
-5.6%
Q1 2018$203,000
+5.2%
2,915
+5.9%
0.11%
+3.8%
Q4 2017$193,000
+2.1%
2,752
-0.8%
0.10%
-3.7%
Q3 2017$189,000
+5.6%
2,773
-1.7%
0.11%
-1.8%
Q2 2017$179,000
+159.4%
2,822
+128.3%
0.11%
+71.9%
Q1 2017$69,000
-23.3%
1,236
-26.6%
0.06%
-32.6%
Q4 2016$90,0001,6830.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 248,799$11,256,0001.40%
Motley Fool Wealth Management, LLC 204,635$9,258,0000.61%
Hedges Asset Management LLC 9,500$430,0000.43%
Sovereign Financial Group, Inc. 22,068$998,0000.40%
GARRISON BRADFORD & ASSOCIATES INC 6,500$294,0000.36%
Financial Planning & Information Services, Inc. 16,226$734,0000.18%
TFG Advisers LLC 6,769$306,0000.17%
Intercontinental Wealth Advisors, LLC 8,653$391,0000.12%
Conservest Capital Advisors, Inc. 18,224$824,0000.12%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,670$211,0000.05%
View complete list of WISDOMTREE TR shareholders