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

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 187 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 4.09 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$1,784,356
-19.7%
45,174
+66.4%
0.01%
-58.3%
Q2 2023$2,223,149
-18.4%
27,155
-18.0%
0.01%
+100.0%
Q1 2023$2,723,453
+21.2%
33,128
+3.1%
0.01%
+20.0%
Q4 2022$2,247,605
+11.3%
32,127
-1.1%
0.01%0.0%
Q3 2022$2,020,000
-10.0%
32,472
-5.2%
0.01%
-16.7%
Q2 2022$2,245,000
-11.1%
34,260
-0.1%
0.01%
+20.0%
Q1 2022$2,524,000
-8.2%
34,291
-0.0%
0.01%
-16.7%
Q4 2021$2,749,000
+8.4%
34,295
+2.9%
0.01%0.0%
Q3 2021$2,535,000
+4.9%
33,331
+5.2%
0.01%0.0%
Q2 2021$2,417,000
+6.9%
31,692
+2.0%
0.01%
-14.3%
Q1 2021$2,260,000
+3.5%
31,057
-5.7%
0.01%0.0%
Q4 2020$2,184,000
+4.1%
32,936
-3.1%
0.01%
-12.5%
Q3 2020$2,098,000
-4.8%
33,977
-6.4%
0.01%
-20.0%
Q2 2020$2,203,000
+2.3%
36,289
-13.7%
0.01%
-16.7%
Q1 2020$2,154,000
-29.0%
42,039
-2.2%
0.01%
-14.3%
Q4 2019$3,033,000
+3.8%
42,966
-1.1%
0.01%
-6.7%
Q3 2019$2,922,000
-12.4%
43,422
-13.8%
0.02%
-16.7%
Q2 2019$3,334,000
-64.2%
50,391
-65.5%
0.02%
-63.3%
Q1 2019$9,324,000
+19.6%
145,885
+5.6%
0.05%
+4.3%
Q4 2018$7,795,000
-25.6%
138,117
-16.7%
0.05%
-7.8%
Q3 2018$10,476,000
+72.9%
165,711
+74.2%
0.05%
+27.5%
Q4 2017$6,059,000
-10.1%
95,102
-8.6%
0.04%
-16.7%
Q3 2017$6,736,000
-33.5%
104,106
-35.9%
0.05%
-37.7%
Q2 2017$10,129,000
+12.0%
162,508
+12.9%
0.08%
+10.0%
Q1 2017$9,043,000
+6.7%
143,981
-8.7%
0.07%
-11.4%
Q3 2016$8,479,000
+103.3%
157,783
+91.2%
0.08%
+97.5%
Q2 2016$4,170,000
-36.0%
82,524
-34.3%
0.04%
-35.5%
Q1 2016$6,517,000
-90.0%
125,515
-89.6%
0.06%
-90.7%
Q4 2015$64,971,000
-51.6%
1,207,413
-50.8%
0.67%
-60.4%
Q3 2015$134,181,000
-0.0%
2,455,276
+21.0%
1.68%
+9.9%
Q1 2015$134,206,0002,029,1051.53%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Permanens Capital L.P. 796,014$31,442,5535.38%
Hall Kathryn A. 201,820$7,971,8902.71%
RETIREMENT FINANCIAL SOLUTIONS, LLC 98,720$3,899,4482.63%
Sharper & Granite LLC 94,405$3,728,9982.16%
New Legacy Group, LLC 20,000$790,0002.16%
Private Portfolio Partners LLC 177,020$6,992,2701.81%
Sunesis Advisors, LLC 32,860$1,297,9700.92%
CONDOR CAPITAL MANAGEMENT 160,409$6,336,1640.78%
DHK Financial Advisors, Inc. 19,936$787,4730.70%
VALLEY WEALTH MANAGERS, INC. 127,127$5,021,5170.42%
View complete list of WISDOMTREE TR shareholders