Position in WT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$320,028
+$52,092 QoQ
Shares Held
21,980
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JGP Wealth Management, LLC holds $1,470,200 across 4 Asset Management names. WT ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
18,938 | $464,927 | |
| 2 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
52,500 | $454,650 | |
| 3 | WT |
WisdomTree, Inc.
This page
|
21,980 | $320,028 | |
| 4 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
43,345 | $230,595 |
All Filings in WT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,028 | 21,980 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $267,936 | 21,980 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $305,522 | 21,980 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $136,140 | 11,828 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $105,505 | 11,828 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $124,194 | 11,828 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $118,161 | 11,828 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||