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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return