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

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 60 filers reported holding WISDOMTREE TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 471,320$18,693,0005.21%
Joseph Group Capital Management 31,150$1,236,0001.24%
Venturi Wealth Management, LLC 233,587$9,271,0000.83%
CERTUITY, LLC 50,650$2,010,0000.52%
Collaborative Wealth Managment Inc. 18,986$754,0000.50%
XML Financial, LLC 53,509$2,124,0000.48%
Linscomb & Williams, Inc. 198,945$7,896,0000.45%
Avant Capital LLC 5,476$217,0000.28%
LVM CAPITAL MANAGEMENT LTD/MI 46,983$1,865,0000.27%
Truadvice, LLC 11,163$474,0000.25%
View complete list of WISDOMTREE TR shareholders