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

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 38 filers reported holding WISDOMTREE TR in Q3 2023. 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
Q3 2023$334,067
-19.7%
11,692
-14.0%
0.00%
-50.0%
Q2 2023$416,267
-10.4%
13,602
-11.7%
0.00%
+100.0%
Q1 2023$464,461
+8.1%
15,402
-2.2%
0.00%0.0%
Q4 2022$429,661
-11.2%
15,752
-24.8%
0.00%0.0%
Q3 2022$484,000
-18.9%
20,942
-7.8%
0.00%
-50.0%
Q2 2022$597,000
-30.7%
22,722
-17.6%
0.00%0.0%
Q1 2022$862,000
-9.2%
27,5620.0%0.00%0.0%
Q4 2021$949,000
+3.4%
27,562
-3.5%
0.00%0.0%
Q3 2021$918,000
-4.6%
28,5620.0%0.00%0.0%
Q2 2021$962,000
+6.7%
28,562
-1.0%
0.00%
-33.3%
Q1 2021$902,000
+2.4%
28,842
-0.5%
0.00%0.0%
Q4 2020$881,000
+9.2%
28,992
-0.7%
0.00%0.0%
Q3 2020$807,000
+16.1%
29,192
+8.1%
0.00%0.0%
Q2 2020$695,000
-37.1%
27,002
-46.5%
0.00%
-50.0%
Q1 2020$1,105,000
-21.7%
50,515
-0.2%
0.01%0.0%
Q4 2019$1,412,000
+471.7%
50,595
+429.8%
0.01%
+500.0%
Q2 2019$247,000
+3.3%
9,5500.0%0.00%0.0%
Q1 2019$239,000
+12.2%
9,5500.0%0.00%0.0%
Q4 2018$213,000
-31.9%
9,550
-21.5%
0.00%
-50.0%
Q3 2018$313,000
+0.6%
12,1700.0%0.00%0.0%
Q2 2018$311,000
-2.2%
12,170
+1.2%
0.00%0.0%
Q1 2018$318,000
-0.6%
12,020
+1.3%
0.00%0.0%
Q4 2017$320,000
+32.2%
11,870
+30.2%
0.00%0.0%
Q3 2017$242,0009,1200.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old Port Advisors 64,520$2,070,0000.75%
Cedar Wealth Management, LLC 27,281$877,0000.39%
Argent Advisors, Inc. 20,203$649,0000.37%
Southland Equity Partners LLC 7,594$243,9870.11%
CAPITAL MANAGEMENT CORP /VA 10,500$337,0000.07%
HEADINVEST, LLC 9,970$320,0000.06%
OLD MISSION CAPITAL LLC 39,844$1,280,0000.05%
Virtue Capital Management, LLC 8,420$271,0000.05%
BEACON FINANCIAL GROUP 9,151$296,0000.04%
Total Clarity Wealth Management, Inc. 761$24,0000.01%
View complete list of WISDOMTREE TR shareholders