WisdomTree Investments shares owned by JGP Wealth Management
Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in WisdomTree Investments
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Quarterly reported holdings in WisdomTree Investments by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 22k | 13.34 |
| 2025-06-30 | $136k | 12k | 11.51 |
| 2025-03-31 | $106k | 12k | 8.92 |
| 2024-12-31 | $124k | 12k | 10.50 |
| 2024-09-30 | $118k | 12k | 9.99 |