JPMorgan Chase & Co’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Sell |
336,659
-19,528
| -5% | -$225K | ﹤0.01% | 2881 |
|
|
2025
Q1 | $3.18M | Sell |
356,187
-524,302
| -60% | -$4.68M | ﹤0.01% | 2972 |
|
|
2024
Q4 | $9.25M | Buy |
880,489
+538,385
| +157% | +$5.65M | ﹤0.01% | 2296 |
|
|
2024
Q3 | $3.42M | Sell |
342,104
-318,090
| -48% | -$3.18M | ﹤0.01% | 2880 |
|
|
2024
Q2 | $6.54M | Buy |
660,194
+429,191
| +186% | +$4.25M | ﹤0.01% | 2370 |
|
|
2024
Q1 | $2.12M | Sell |
231,003
-75,088
| -25% | -$690K | ﹤0.01% | 3118 |
|
|
2023
Q4 | $2.12M | Buy |
306,091
+57,327
| +23% | +$397K | ﹤0.01% | 3117 |
|
|
2023
Q3 | $1.74M | Sell |
248,764
-32,568
| -12% | -$228K | ﹤0.01% | 3072 |
|
|
2023
Q2 | $1.93M | Buy |
281,332
+86,285
| +44% | +$592K | ﹤0.01% | 3062 |
|
|
2023
Q1 | $1.14M | Buy |
195,047
+62,651
| +47% | +$367K | ﹤0.01% | 3371 |
|
|
2022
Q4 | $722K | Sell |
132,396
-354,943
| -73% | -$1.94M | ﹤0.01% | 3554 |
|
|
2022
Q3 | $2.28M | Buy |
487,339
+369,220
| +313% | +$1.73M | ﹤0.01% | 2827 |
|
|
2022
Q2 | $598K | Sell |
118,119
-190,185
| -62% | -$963K | ﹤0.01% | 3779 |
|
|
2022
Q1 | $1.81M | Sell |
308,304
-65,054
| -17% | -$382K | ﹤0.01% | 3246 |
|
|
2021
Q4 | $2.29M | Buy |
373,358
+227,648
| +156% | +$1.39M | ﹤0.01% | 3142 |
|
|
2021
Q3 | $826K | Buy |
145,710
+40,340
| +38% | +$229K | ﹤0.01% | 3715 |
|
|
2021
Q2 | $653K | Sell |
105,370
-84,911
| -45% | -$526K | ﹤0.01% | 3851 |
|
|
2021
Q1 | $1.19M | Sell |
190,281
-125,017
| -40% | -$781K | ﹤0.01% | 3551 |
|
|
2020
Q4 | $1.69M | Buy |
315,298
+88,328
| +39% | +$473K | ﹤0.01% | 3068 |
|
|
2020
Q3 | $735K | Sell |
226,970
-66,066
| -23% | -$214K | ﹤0.01% | 3222 |
|
|
2020
Q2 | $1.02M | Sell |
293,036
-89,362
| -23% | -$310K | ﹤0.01% | 3000 |
|
|
2020
Q1 | $891K | Buy |
382,398
+306,993
| +407% | +$715K | ﹤0.01% | 3009 |
|
|
2019
Q4 | $365K | Sell |
75,405
-1,389
| -2% | -$6.72K | ﹤0.01% | 3571 |
|
|
2019
Q3 | $401K | Sell |
76,794
-7,807
| -9% | -$40.8K | ﹤0.01% | 3433 |
|
|
2019
Q2 | $529K | Sell |
84,601
-22,798
| -21% | -$143K | ﹤0.01% | 3352 |
|
|
2019
Q1 | $758K | Sell |
107,399
-979,506
| -90% | -$6.91M | ﹤0.01% | 3162 |
|
|
2018
Q4 | $7.23M | Buy |
1,086,905
+49,220
| +5% | +$327K | ﹤0.01% | 1860 |
|
|
2018
Q3 | $8.8M | Buy |
1,037,685
+156,270
| +18% | +$1.33M | ﹤0.01% | 1918 |
|
|
2018
Q2 | $8M | Buy |
881,415
+146,255
| +20% | +$1.33M | ﹤0.01% | 1960 |
|
|
2018
Q1 | $6.74M | Sell |
735,160
-110,496
| -13% | -$1.01M | ﹤0.01% | 2011 |
|
|
2017
Q4 | $10.6M | Buy |
845,656
+80,261
| +10% | +$1.01M | ﹤0.01% | 1778 |
|
|
2017
Q3 | $7.58M | Buy |
765,395
+42,923
| +6% | +$425K | ﹤0.01% | 1921 |
|
|
2017
Q2 | $7.35M | Sell |
722,472
-19,959
| -3% | -$203K | ﹤0.01% | 1902 |
|
|
2017
Q1 | $6.74M | Buy |
742,431
+25,403
| +4% | +$231K | ﹤0.01% | 1920 |
|
|
2016
Q4 | $7.99M | Sell |
717,028
-339,687
| -32% | -$3.78M | ﹤0.01% | 1814 |
|
|
2016
Q3 | $10.9M | Buy |
1,056,715
+5,387
| +0.5% | +$55.4K | ﹤0.01% | 1552 |
|
|
2016
Q2 | $10.3M | Buy |
1,051,328
+424,688
| +68% | +$4.16M | ﹤0.01% | 1618 |
|
|
2016
Q1 | $7.16M | Buy |
626,640
+563,043
| +885% | +$6.44M | ﹤0.01% | 1774 |
|
|
2015
Q4 | $997K | Sell |
63,597
-96,119
| -60% | -$1.51M | ﹤0.01% | 2676 |
|
|
2015
Q3 | $2.58M | Sell |
159,716
-135,010
| -46% | -$2.18M | ﹤0.01% | 2263 |
|
|
2015
Q2 | $6.47M | Buy |
294,726
+204,407
| +226% | +$4.49M | ﹤0.01% | 1952 |
|
|
2015
Q1 | $1.94M | Sell |
90,319
-3,745
| -4% | -$80.4K | ﹤0.01% | 2555 |
|
|
2014
Q4 | $1.47M | Sell |
94,064
-8,662
| -8% | -$136K | ﹤0.01% | 2624 |
|
|
2014
Q3 | $1.17M | Sell |
102,726
-3,316
| -3% | -$37.7K | ﹤0.01% | 2676 |
|
|
2014
Q2 | $1.31M | Buy |
+106,042
| New | +$1.31M | ﹤0.01% | 2676 |
|
|
2013
Q4 | – | Sell |
-22,032
| Closed | -$255K | – | 3780 |
|
|
2013
Q3 | $255K | Sell |
22,032
-67,718
| -75% | -$784K | ﹤0.01% | 3586 |
|
|
2013
Q2 | $1.04M | Buy |
+89,750
| New | +$1.04M | ﹤0.01% | 2903 |
|