JWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$118K 0.02% 176