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

WISDOMTREE TR's ticker is RESP and the CUSIP is 97717W596. 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
Q1 2023$313,090
+0.6%
7,263
-4.1%
0.00%0.0%
Q4 2022$311,098
+7.3%
7,5750.0%0.00%0.0%
Q3 2022$290,000
-6.1%
7,5750.0%0.00%0.0%
Q2 2022$309,000
-15.6%
7,5750.0%0.00%0.0%
Q1 2022$366,000
-5.7%
7,5750.0%0.00%0.0%
Q4 2021$388,0007,5750.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wharton Business Group, LLC 286,078$21,089,0001.40%
M Holdings Securities, Inc. 11,950$881,0000.59%
Ironsides Asset Advisors, LLC 15,000$1,106,0000.31%
HRT FINANCIAL LP 3,513$258,0000.12%
COURIER CAPITAL LLC 3,563$263,0000.05%
Concert Wealth Management Inc. 4,432$322,0000.04%
Capital Advisors, Ltd. LLC 1,105$81,0000.04%
Cambridge Investment Research Advisors, Inc. 9,754$719,0000.02%
WFG Advisors, LP 552$41,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 2,581$190,0000.00%
View complete list of WISDOMTREE TR shareholders