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

WISDOMTREE TR's ticker is DXJ and the CUSIP is 97717W851. A total of 312 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 3.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,837,098
+2.7%
54,811
-3.1%
0.01%
-41.7%
Q2 2023$4,708,729
+9.0%
56,561
-7.4%
0.02%
+166.7%
Q1 2023$4,319,790
+8.5%
61,083
-1.4%
0.01%0.0%
Q4 2022$3,981,094
+5.7%
61,924
+1.4%
0.01%
-10.0%
Q3 2022$3,768,000
-12.1%
61,086
-11.1%
0.01%
-9.1%
Q2 2022$4,289,000
+4.5%
68,697
+7.2%
0.01%
+22.2%
Q1 2022$4,103,000
+4.4%
64,096
+2.0%
0.01%
+12.5%
Q4 2021$3,931,000
-0.2%
62,856
+0.8%
0.01%
-20.0%
Q3 2021$3,939,000
+11.2%
62,361
+7.4%
0.01%
+11.1%
Q2 2021$3,543,000
+1.8%
58,071
+2.4%
0.01%
-18.2%
Q1 2021$3,480,000
+54.3%
56,731
+36.9%
0.01%
+57.1%
Q4 2020$2,255,000
-10.1%
41,442
-19.0%
0.01%
-30.0%
Q3 2020$2,508,000
+7.4%
51,174
+3.0%
0.01%
-9.1%
Q2 2020$2,335,000
+2.6%
49,661
-8.0%
0.01%
-15.4%
Q1 2020$2,275,000
-30.0%
53,977
-10.6%
0.01%
-13.3%
Q4 2019$3,248,000
-0.7%
60,397
-6.8%
0.02%
-11.8%
Q3 2019$3,270,000
+0.8%
64,795
-2.8%
0.02%
-5.6%
Q2 2019$3,245,000
-8.6%
66,639
-5.0%
0.02%
-5.3%
Q1 2019$3,551,000
-12.5%
70,159
-19.7%
0.02%
-24.0%
Q4 2018$4,056,000
-51.9%
87,422
-39.9%
0.02%
-39.0%
Q3 2018$8,436,000
+305.0%
145,564
+277.3%
0.04%
+241.7%
Q2 2018$2,083,000
-20.7%
38,582
-17.8%
0.01%
-33.3%
Q1 2018$2,628,000
-79.0%
46,917
-77.8%
0.02%
-78.3%
Q4 2017$12,532,000
+24.9%
211,228
+15.2%
0.08%
+15.3%
Q3 2017$10,032,000
+30.5%
183,406
+24.0%
0.07%
+24.1%
Q2 2017$7,688,000
+133.9%
147,853
+127.7%
0.06%
+132.0%
Q1 2017$3,287,000
+21.9%
64,944
+19.3%
0.02%
+8.7%
Q4 2016$2,697,000
-46.4%
54,441
-53.6%
0.02%
-51.1%
Q3 2016$5,035,000
-91.5%
117,345
-92.3%
0.05%
-91.8%
Q2 2016$59,253,000
+782.0%
1,527,907
+894.1%
0.58%
+798.4%
Q1 2016$6,718,000
-87.1%
153,699
-85.2%
0.06%
-88.0%
Q4 2015$51,934,000
+5.4%
1,037,024
+2.4%
0.53%
-13.9%
Q3 2015$49,285,000
+48.3%
1,012,842
+68.0%
0.62%
+63.3%
Q1 2015$33,224,000
+431.4%
602,771
+374.6%
0.38%
+405.3%
Q4 2014$6,252,000
+97.5%
126,993
+109.9%
0.08%
+82.9%
Q3 2014$3,166,000
-81.2%
60,514
-82.8%
0.04%
-89.3%
Q3 2013$16,830,000
+10.7%
351,127
+5.3%
0.38%
+1.9%
Q2 2013$15,204,000333,3550.38%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Progeny 3, Inc. 523,000$25,815,00029.85%
Investure, LLC 2,102,603$103,784,00020.46%
Permanens Capital L.P. 249,701$12,325,00013.95%
Spruce Investment Advisors LLC 919,026$45,363,00013.79%
Main Management LLC 1,039,757$51,322,00011.26%
JABODON PT CO 106,152$5,240,0009.41%
Constellation Wealth Advisors, LLC 1,674,622$82,659,0009.28%
TIEDEMANN TRUST CO 1,820,563$89,858,0008.67%
Pictet North America Advisors SA 537,983$26,555,0006.84%
XPONANCE, INC. 278,283$13,735,0005.85%
View complete list of WISDOMTREE TR shareholders