JPMORGAN CHASE & CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 117 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$481,949
-4.8%
11,138
-1.4%
0.00%
Q2 2023$506,281
-2.3%
11,298
-5.8%
0.00%
Q1 2023$518,322
+108109.2%
11,995
+6.7%
0.00%
Q4 2022$479
-99.6%
11,245
+226.2%
0.00%
Q3 2022$135,000
-22.9%
3,447
-19.2%
0.00%
Q2 2022$175,000
-0.6%
4,266
+16.5%
0.00%
Q1 2022$176,000
+576.9%
3,662
+611.1%
0.00%
Q4 2021$26,000
+4.0%
5150.0%0.00%
Q3 2021$25,000
-13.8%
515
-12.7%
0.00%
Q2 2021$29,000
+20.8%
590
+14.6%
0.00%
Q1 2021$24,000
+20.0%
5150.0%0.00%
Q4 2020$20,000
+33.3%
5150.0%0.00%
Q3 2020$15,000
-81.7%
515
-82.2%
0.00%
Q2 2020$82,000
+82.2%
2,898
+43.8%
0.00%
Q1 2020$45,000
-22.4%
2,015
+34.3%
0.00%
Q4 2019$58,000
+9.4%
1,5000.0%0.00%
Q3 2019$53,0000.0%1,5000.0%0.00%
Q2 2019$53,000
-1.9%
1,5000.0%0.00%
Q1 2019$54,000
+12.5%
1,5000.0%0.00%
Q4 2018$48,000
-89.2%
1,500
-74.4%
0.00%
Q4 2015$443,000
+1.4%
5,850
-1.7%
0.00%
Q3 2015$437,000
-12.1%
5,952
+1.5%
0.00%
Q2 2015$497,000
+5.1%
5,864
+4.8%
0.00%
Q1 2015$473,000
+7.5%
5,598
+5.2%
0.00%
Q4 2014$440,000
-28.2%
5,321
-34.0%
0.00%
Q3 2014$613,000
+2.3%
8,060
+11.3%
0.00%
Q2 2014$599,000
+2.2%
7,244
+0.8%
0.00%
Q1 2014$586,000
+1.0%
7,184
+1.1%
0.00%
Q4 2013$580,000
+71.6%
7,106
+55.7%
0.00%
Q3 2013$338,000
-7.7%
4,564
-16.7%
0.00%
Q2 2013$366,0005,4810.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb & Williams, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders