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

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,191,685
-9.5%
141,736
-5.6%
0.02%
-48.8%
Q2 2023$7,949,442
-4.0%
150,159
-9.8%
0.04%
+127.8%
Q1 2023$8,276,438
-2.5%
166,394
-4.7%
0.02%
-5.3%
Q4 2022$8,491,240
+17.0%
174,645
+5.8%
0.02%0.0%
Q3 2022$7,259,000
+2.9%
165,060
+7.6%
0.02%
+5.6%
Q2 2022$7,054,000
-16.1%
153,450
-0.1%
0.02%0.0%
Q1 2022$8,403,000
-1.4%
153,677
+1.4%
0.02%0.0%
Q4 2021$8,526,000
+6.2%
151,492
-1.9%
0.02%
-10.0%
Q3 2021$8,030,000
+9.5%
154,397
+10.3%
0.02%
+5.3%
Q2 2021$7,334,000
+2.0%
139,991
-0.9%
0.02%
-17.4%
Q1 2021$7,193,000
+13.9%
141,230
-2.8%
0.02%
+15.0%
Q4 2020$6,314,000
+30.1%
145,285
+2.3%
0.02%
+5.3%
Q3 2020$4,853,000
+22.5%
141,950
+16.7%
0.02%
+5.6%
Q2 2020$3,962,000
-56.3%
121,600
-64.6%
0.02%
-64.7%
Q1 2020$9,074,000
-55.9%
343,459
-29.7%
0.05%
-45.2%
Q4 2019$20,569,000
+3.9%
488,693
-2.6%
0.09%
-9.7%
Q3 2019$19,798,000
-0.9%
501,967
+0.5%
0.10%
-5.5%
Q2 2019$19,984,000
-5.4%
499,590
-7.0%
0.11%
-0.9%
Q1 2019$21,127,000
+18.7%
537,046
+3.4%
0.11%
+1.9%
Q4 2018$17,803,000
-32.4%
519,184
-18.4%
0.11%
-16.3%
Q3 2018$26,327,000
+8.3%
636,536
+5.2%
0.13%
-5.1%
Q2 2018$24,314,000
+6.6%
605,289
+2.7%
0.14%
-11.7%
Q1 2018$22,806,000
+5.4%
589,608
+8.1%
0.15%
+8.5%
Q4 2017$21,635,000
+10.1%
545,246
+3.4%
0.14%
+0.7%
Q3 2017$19,646,000
+8.0%
527,543
+3.9%
0.14%
+2.2%
Q2 2017$18,183,000
+3.8%
507,907
+2.2%
0.14%
+1.5%
Q1 2017$17,520,000
+12.3%
496,734
+227.0%
0.14%0.0%
Q4 2016$15,598,000
+11.2%
151,924
+3.7%
0.14%
+3.8%
Q3 2016$14,022,000
+7.2%
146,565
+2.3%
0.13%
+3.1%
Q2 2016$13,082,000
+17.3%
143,283
+15.7%
0.13%
+18.7%
Q1 2016$11,156,000
+0.5%
123,820
-2.8%
0.11%
-6.1%
Q4 2015$11,098,000
+11.7%
127,357
+10.2%
0.11%
-8.8%
Q3 2015$9,933,000
-17.1%
115,603
-6.9%
0.12%
-8.8%
Q1 2015$11,987,000
+2557.9%
124,189
+2450.1%
0.14%
+2640.0%
Q4 2014$451,0004,8700.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders