JGP Wealth Management’s WisdomTree WT Stock Holding History

JGP Wealth Management’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$372K	Hold	21,980	–	–	0.03%	174
2026 Q1	$320K	Hold	21,980	–	–	0.03%	175
2025 Q4	$268K	Hold	21,980	–	–	0.03%	197
2025 Q3	$293K	Buy	21,980 +10,152	+86%	+$136K	0.03%	173
2025 Q2	$136K	Hold	11,828	–	–	0.02%	199
2025 Q1	$106K	Hold	11,828	–	–	0.01%	184
2024 Q4	$124K	Hold	11,828	–	–	0.02%	178
2024 Q3	$118K	Buy	+11,828	New	+$120K	0.02%	176

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

JGP Wealth Management's WT Position: Q2 2026 in Review

JGP Wealth Management held its WisdomTree (WT) position steady in Q2 2026 at 21,980 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #174.

JGP Wealth Management first reported a position in WT in Q3 2024 and has held it in 8 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

JGP Wealth Management held 21,980 shares of WisdomTree worth $372K as of Q2 2026.
JGP Wealth Management left its WisdomTree share count unchanged in Q2 2026.
WisdomTree made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #174 holding.
JGP Wealth Management first reported a position in WisdomTree in Q3 2024 and has held it in 8 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.