J.P. Morgan Private Wealth Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is QSY and the CUSIP is 97717W547. A total of 38 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$245,295
-0.8%
3,971
+0.4%
0.00%0.0%
Q2 2023$247,374
+7.2%
3,955
+0.5%
0.00%
Q1 2023$230,798
+3.2%
3,936
+0.3%
0.00%
Q4 2022$223,695
+9.1%
3,923
+1.2%
0.00%
-100.0%
Q2 2022$205,0003,8770.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
RVW Wealth, LLC 14,693$2,000,0000.26%
BALASA DINVERNO & FOLTZ LLC 27,484$3,095,0000.25%
Laurel Wealth Advisors, Inc. 4,816$542,0000.08%
Tacita Capital Inc 880$99,0000.06%
CWM, LLC 127,292$7,608,0000.06%
MURPHY CAPITAL MANAGEMENT INC 4,230$476,0000.06%
Cambria Investment Management, L.P. 1,932$218,0000.04%
Patriot Financial Group Insurance Agency, LLC 1,634$184,0000.04%
Accel Wealth Management 460$52,0000.04%
Wharton Business Group, LLC 3,355$378,0000.03%
View complete list of WISDOMTREE TR shareholders