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

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 42 filers reported holding WISDOMTREE TR in Q2 2018. 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
Q4 2020$232,000
-41.3%
5,859
-54.4%
0.00%
-50.0%
Q3 2020$395,000
-16.5%
12,859
-18.4%
0.00%0.0%
Q2 2020$473,000
+20.4%
15,762
+0.7%
0.00%0.0%
Q1 2020$393,000
-34.1%
15,647
-0.9%
0.00%
-33.3%
Q4 2019$596,000
+4.6%
15,793
-1.4%
0.00%0.0%
Q3 2019$570,000
+4.2%
16,016
+4.0%
0.00%0.0%
Q2 2019$547,000
+3.2%
15,394
+0.6%
0.00%0.0%
Q1 2019$530,000
+29.0%
15,295
+15.9%
0.00%
+50.0%
Q4 2018$411,000
-60.3%
13,196
-51.9%
0.00%
-60.0%
Q3 2018$1,035,000
+6.9%
27,443
+4.0%
0.01%0.0%
Q2 2018$968,000
+53.4%
26,383
+43.7%
0.01%
+25.0%
Q1 2018$631,00018,3550.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Stokes Capital Advisors, LLC 44,279$1,582,0001.07%
Linscomb Wealth, Inc. 290,390$10,374,0000.85%
Clearwater Capital Advisors, LLC 107,887$3,854,0000.85%
LVM CAPITAL MANAGEMENT LTD/MI 67,805$2,422,0000.55%
Seneca House Advisors 12,959$463,0000.40%
Gemmer Asset Management LLC 24,318$869,0000.30%
Denver PWM, LLC 9,795$341,0000.26%
Sargent Bickham Lagudis LLC 58,893$2,104,0000.25%
CADENCE BANK NA 14,984$536,0000.20%
YorkBridge Wealth Partners, LLC 7,511$254,0000.12%
View complete list of WISDOMTREE TR shareholders