J.P. Morgan Private Wealth Advisors’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.27M | Buy |
67,813
+751
| +1% | +$25.1K | 0.01% | 697 |
|
|
2023
Q2 | $2.4M | Buy |
67,062
+7,528
| +13% | +$270K | 0.01% | 504 |
|
|
2023
Q1 | $2.11M | Buy |
59,534
+1
| +0% | +$35 | ﹤0.01% | 858 |
|
|
2022
Q4 | $1.92M | Sell |
59,533
-1,669
| -3% | -$53.8K | ﹤0.01% | 870 |
|
|
2022
Q3 | $1.68M | Buy |
61,202
+8,419
| +16% | +$231K | ﹤0.01% | 904 |
|
|
2022
Q2 | $1.67M | Buy |
52,783
+3,046
| +6% | +$96.5K | ﹤0.01% | 902 |
|
|
2022
Q1 | $1.98M | Buy |
49,737
+7,746
| +18% | +$308K | ﹤0.01% | 899 |
|
|
2021
Q4 | $1.83M | Buy |
41,991
+3,921
| +10% | +$171K | ﹤0.01% | 945 |
|
|
2021
Q3 | $1.54M | Buy |
38,070
+1,611
| +4% | +$65.2K | ﹤0.01% | 1008 |
|
|
2021
Q2 | $1.52M | Buy |
+36,459
| New | +$1.52M | ﹤0.01% | 1001 |
|