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

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,360,274
+43.4%
51,591
+46.4%
0.01%
-22.2%
Q2 2023$1,645,576
-24.2%
35,230
-29.1%
0.01%
+80.0%
Q1 2023$2,172,359
+1.3%
49,688
-3.6%
0.01%0.0%
Q4 2022$2,143,657
+47.3%
51,555
+36.0%
0.01%
+25.0%
Q3 2022$1,455,000
+599.5%
37,900
+642.1%
0.00%
+300.0%
Q2 2022$208,0005,1070.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders