JPMORGAN CHASE & CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRW and the CUSIP is 97717X669. A total of 388 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$16,056,826
+2.2%
252,903
+7.3%
0.00%0.0%
Q2 2023$15,718,525
+11.4%
235,801
+4.2%
0.00%0.0%
Q1 2023$14,105,710
+61314.6%
226,277
-40.5%
0.00%
-33.3%
Q4 2022$22,968
-99.9%
380,514
-11.0%
0.00%0.0%
Q3 2022$23,056,000
+47.1%
427,668
+56.4%
0.00%
+50.0%
Q2 2022$15,670,000
-19.2%
273,425
-10.2%
0.00%0.0%
Q1 2022$19,383,000
+66.1%
304,430
+71.9%
0.00%
+100.0%
Q4 2021$11,666,000
+30.6%
177,135
+16.6%
0.00%0.0%
Q3 2021$8,935,000
+60.8%
151,854
+63.1%
0.00%0.0%
Q2 2021$5,555,000
+61.2%
93,096
+54.6%
0.00%
Q1 2021$3,445,000
+23.3%
60,234
+16.3%
0.00%
Q4 2020$2,795,000
-6.2%
51,805
-14.5%
0.00%
-100.0%
Q3 2020$2,980,000
+36.9%
60,587
+26.7%
0.00%
Q2 2020$2,176,000
+284.5%
47,828
+228.6%
0.00%
Q1 2020$566,000
+26.3%
14,556
+57.6%
0.00%
Q4 2019$448,000
+48.3%
9,238
+37.9%
0.00%
Q3 2019$302,000
+1676.5%
6,700
+1649.3%
0.00%
Q2 2019$17,000
+13.3%
383
+7.6%
0.00%
Q1 2019$15,000
-55.9%
356
-60.4%
0.00%
Q4 2018$34,000
-65.7%
899
-59.6%
0.00%
Q3 2018$99,000
+33.8%
2,225
+23.3%
0.00%
Q2 2018$74,000
-40.8%
1,805
-41.8%
0.00%
Q1 2018$125,000
-51.7%
3,099
-50.4%
0.00%
Q4 2017$259,000
+97.7%
6,242
+82.2%
0.00%
Q3 2017$131,000
+13.9%
3,426
+9.9%
0.00%
Q2 2017$115,000
+3.6%
3,118
-0.4%
0.00%
Q1 2017$111,0003,1310.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hamilton Capital, LLC 7,248,815$460,227,27435.24%
Choice Wealth Advisors, LLC 336,710$21,377,70415.10%
Team Financial Group, LLC 255,381$16,214,12013.39%
Spinnaker Investment Group, LLC 582,453$36,979,93312.43%
Prestige Wealth Management Group LLC 759,025$48,190,47811.88%
Lauer Wealth, LLC 163,976$10,601,03511.44%
PALO ALTO WEALTH ADVISORS, LLC 210,562$13,368,58111.16%
Private Wealth Strategies, L.L.C. 696,124$44,196,88811.03%
Aspire Capital Advisors LLC 373,037$23,684,08810.78%
AVAII WEALTH MANAGEMENT, LLC 205,371$13,039,0189.87%
View complete list of WISDOMTREE TR shareholders