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

WISDOMTREE TR's ticker is USMF and the CUSIP is 97717Y857. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$260,625
-0.4%
6,777
+0.4%
0.00%0.0%
Q2 2023$261,796
+3.6%
6,752
+0.4%
0.00%0.0%
Q1 2023$252,599
+0.1%
6,727
+0.3%
0.00%0.0%
Q4 2022$252,221
+10.6%
6,708
+0.5%
0.00%0.0%
Q3 2022$228,000
-5.4%
6,673
+0.5%
0.00%0.0%
Q2 2022$241,0006,6410.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 528,888$13,815,0002.97%
Financial Enhancement Group LLC 120,640$3,712,0001.17%
Patriot Financial Group Insurance Agency, LLC 21,031$549,0000.36%
Montecito Bank & Trust 28,316$740,0000.26%
Princeton Global Asset Management LLC 7,694$201,0000.18%
ACG Wealth 43,884$1,146,0000.18%
Tillar-Wenstrup Advisors, LLC 9,265$242,0000.16%
SIGNET FINANCIAL MANAGEMENT, LLC 25,467$665,0000.14%
Regal Investment Advisors LLC 19,538$510,0000.11%
RFG Advisory, LLC 14,916$390,0000.10%
View complete list of WISDOMTREE TR shareholders