JGP Wealth Management
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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$774K Buy
31,851
+9,871
+45% +$217K 0.07% 125
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

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

JGP Wealth Management's WT Position: Q3 2026 in Review

JGP Wealth Management increased its WisdomTree (WT) stake by 45% in Q3 2026, buying an estimated $217K and bringing the position to 31,851 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #125.

JGP Wealth Management first reported a position in WT in Q3 2024 and has held it in 9 quarters since. 136 funds tracked by Wall St. Rank hold WT as of Q3 2026.

  • JGP Wealth Management held 31,851 shares of WisdomTree worth $774K as of Q3 2026.
  • JGP Wealth Management bought 9,871 WisdomTree shares in Q3 2026, an estimated $217K.
  • WisdomTree made up 0.07% of JGP Wealth Management's portfolio in Q3 2026, its #125 holding.
  • JGP Wealth Management first reported a position in WisdomTree in Q3 2024 and has held it in 9 quarters since.
  • 136 funds tracked by Wall St. Rank held WisdomTree as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.