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

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q2 2023. 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
Q1 2023$257,797
-0.0%
5,5090.0%0.00%0.0%
Q4 2022$257,822
+13.6%
5,5090.0%0.00%0.0%
Q3 2022$227,000
-10.3%
5,5090.0%0.00%0.0%
Q2 2022$253,000
-10.0%
5,5090.0%0.00%0.0%
Q1 2022$281,000
+1.8%
5,5090.0%0.00%0.0%
Q4 2021$276,000
+7.0%
5,5090.0%0.00%0.0%
Q3 2021$258,000
-3.0%
5,5090.0%0.00%0.0%
Q2 2021$266,000
+3.1%
5,5090.0%0.00%0.0%
Q1 2021$258,000
+9.3%
5,5090.0%0.00%0.0%
Q4 2020$236,000
+13.5%
5,5090.0%0.00%0.0%
Q3 2020$208,000
-1.9%
5,5090.0%0.00%0.0%
Q2 2020$212,000
-4.9%
5,509
-15.7%
0.00%0.0%
Q1 2020$223,000
-29.4%
6,5340.0%0.00%0.0%
Q4 2019$316,000
+5.0%
6,5340.0%0.00%
-50.0%
Q3 2019$301,000
-0.7%
6,5340.0%0.00%0.0%
Q2 2019$303,000
+0.7%
6,5340.0%0.00%0.0%
Q1 2019$301,000
+30.9%
6,534
+18.6%
0.00%
+100.0%
Q4 2018$230,000
-34.1%
5,509
-26.6%
0.00%
-50.0%
Q3 2018$349,000
-4.9%
7,509
-6.2%
0.00%0.0%
Q2 2018$367,000
-1.6%
8,0090.0%0.00%
-33.3%
Q1 2018$373,000
-14.6%
8,009
-11.1%
0.00%0.0%
Q4 2017$437,000
-12.9%
9,009
-15.5%
0.00%
-25.0%
Q3 2017$502,000
+4.1%
10,6590.0%0.00%0.0%
Q2 2017$482,000
+5.5%
10,659
+4.9%
0.00%0.0%
Q1 2017$457,000
+87.3%
10,159
+81.1%
0.00%
+100.0%
Q4 2016$244,000
+3.4%
5,609
+1.8%
0.00%0.0%
Q3 2016$236,000
+2.6%
5,5090.0%0.00%0.0%
Q2 2016$230,0005,5090.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Asset Dedication, LLC 10,562$509,0000.08%
Connecticut Wealth Management, LLC 4,515$218,0000.02%
NEXT Financial Group, Inc 3,800$183,0000.02%
ENVESTNET ASSET MANAGEMENT INC 352,611$16,999,0000.01%
Parallel Advisors, LLC 3,871$187,0000.01%
Private Advisor Group, LLC 6,226$300,0000.00%
LPL Financial LLC 49,647$2,393,0000.00%
Cambridge Investment Research Advisors, Inc. 6,497$313,0000.00%
BENJAMIN F. EDWARDS & COMPANY, INC. 287$14,0000.00%
RAYMOND JAMES & ASSOCIATES 22,172$1,069,0000.00%
View complete list of WISDOMTREE TR shareholders