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

WISDOMTREE TR's ticker is IHDG and the CUSIP is 97717X594. A total of 48 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,607,843
-41.9%
67,317
-39.8%
0.01%
-69.6%
Q2 2023$4,490,064
-71.9%
111,777
-72.4%
0.02%
-32.4%
Q1 2023$15,981,262
+28.1%
405,410
+15.8%
0.03%
+21.4%
Q4 2022$12,471,141
+377.1%
350,018
+380.6%
0.03%
+300.0%
Q3 2022$2,614,000
-13.0%
72,822
-9.3%
0.01%
-12.5%
Q2 2022$3,006,000
-21.4%
80,328
-9.8%
0.01%0.0%
Q1 2022$3,822,000
+430.8%
89,008
+291.8%
0.01%
+60.0%
Q4 2017$720,000
+3.4%
22,7150.0%0.01%0.0%
Q3 2017$696,000
+3.6%
22,7150.0%0.01%0.0%
Q2 2017$672,000
-4.5%
22,715
-8.3%
0.01%0.0%
Q1 2017$704,000
+20.3%
24,765
+11.5%
0.01%0.0%
Q4 2016$585,000
-0.2%
22,2150.0%0.01%0.0%
Q3 2016$586,000
-1.3%
22,215
-4.1%
0.01%
-16.7%
Q2 2016$594,000
+4.2%
23,153
+4.2%
0.01%
+20.0%
Q1 2016$570,000
-2.9%
22,2150.0%0.01%
-16.7%
Q4 2015$587,000
+6.1%
22,2150.0%0.01%
-14.3%
Q3 2015$553,000
-7.8%
22,2150.0%0.01%0.0%
Q1 2015$600,00022,2150.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
NameSharesValueWeighting ↓
Delphi Private Advisors LLC 66,300$2,101,0005.16%
Summit Asset Management, LLC 310,126$9,826,0004.71%
BFSG, LLC 240,015$7,605,0003.21%
WESCAP Management Group, Inc. 186,593$5,912,0002.33%
Price Wealth, LLC 105,312$3,336,0002.18%
RiverFront Investment Group, LLC 2,376,625$75,299,0001.79%
Colorado Capital Management, Inc. 76,538$2,425,0001.70%
Stokes Capital Advisors, LLC 71,962$2,280,0001.54%
VALLEY NATIONAL ADVISERS INC 96,379$3,054,0001.06%
Ifrah Financial Services, Inc. 74,004$2,345,0000.85%
View complete list of WISDOMTREE TR shareholders