JPMORGAN CHASE & CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 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
JPMORGAN CHASE & CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$90,826
-6.0%
1,7310.0%0.00%
Q2 2023$96,662
-4.3%
1,7310.0%0.00%
Q1 2023$101,000
+95183.0%
1,731
-10.4%
0.00%
Q4 2022$106
-99.9%
1,931
+11.6%
0.00%
Q3 2022$78,000
-18.8%
1,7310.0%0.00%
Q2 2022$96,000
-17.2%
1,7310.0%0.00%
Q1 2022$116,000
-12.1%
1,731
-2.3%
0.00%
Q4 2021$132,000
-3.6%
1,772
-7.3%
0.00%
Q3 2021$137,000
+1.5%
1,912
+3.9%
0.00%
Q2 2021$135,000
-31.8%
1,840
-35.4%
0.00%
Q1 2021$198,000
-17.2%
2,850
-23.0%
0.00%
Q4 2020$239,000
+165.6%
3,700
+117.6%
0.00%
Q3 2020$90,000
+7.1%
1,7000.0%0.00%
Q2 2020$84,000
+21.7%
1,7000.0%0.00%
Q1 2020$69,000
-37.8%
1,7000.0%0.00%
Q4 2019$111,000
+16.8%
1,7000.0%0.00%
Q3 2019$95,000
-3.1%
1,7000.0%0.00%
Q2 2019$98,000
-1.0%
1,7000.0%0.00%
Q1 2019$99,000
+8.8%
1,7000.0%0.00%
Q4 2018$91,000
-75.7%
1,700
-71.2%
0.00%
Q3 2018$374,000
-83.4%
5,900
-82.9%
0.00%
Q2 2018$2,248,000
-7.6%
34,448
-1.0%
0.00%
-100.0%
Q1 2018$2,433,000
+540.3%
34,808
+545.8%
0.00%
Q4 2017$380,000
+1166.7%
5,390
+1125.0%
0.00%
Q3 2017$30,000
-3.2%
440
-9.8%
0.00%
Q2 2017$31,000
+933.3%
488
+787.3%
0.00%
Q1 2017$3,000
-98.6%
55
-98.6%
0.00%
Q4 2016$218,000
-0.5%
3,993
+1.1%
0.00%
Q3 2016$219,000
-93.4%
3,951
-94.0%
0.00%
-100.0%
Q2 2016$3,333,000
-6.6%
65,321
+4.4%
0.00%0.0%
Q1 2016$3,569,000
-7.0%
62,576
-8.7%
0.00%0.0%
Q4 2015$3,839,000
+14.3%
68,543
+9.9%
0.00%0.0%
Q3 2015$3,358,000
-6.1%
62,384
-0.3%
0.00%0.0%
Q2 2015$3,576,000
+104.7%
62,573
+99.3%
0.00%
Q1 2015$1,747,000
+53.0%
31,390
+41.4%
0.00%
Q4 2014$1,142,000
-54.6%
22,192
-53.7%
0.00%
-100.0%
Q3 2014$2,514,000
+22.1%
47,957
+40.7%
0.00%0.0%
Q2 2014$2,059,00034,0890.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders