J.P. Morgan Private Wealth Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.5M | Sell |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $16.8M | Buy |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $10M | Buy |
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|
2022
Q2 | $4.3M | Buy |
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|
2022
Q1 | $4.96M | Sell |
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|
2021
Q4 | $5.08M | Sell |
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|
2021
Q3 | $5.59M | Buy |
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|
2021
Q2 | $5.62M | Buy |
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|
2021
Q1 | $4.82M | Sell |
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|
2020
Q4 | $5.89M | Sell |
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|
2020
Q3 | $5.47M | Sell |
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|
2020
Q2 | $5.61M | Sell |
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|
2020
Q1 | $5.51M | Buy |
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|
2019
Q4 | $3.83M | Buy |
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|
2019
Q3 | $3.43M | Sell |
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|
2019
Q2 | $3.97M | Buy |
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|
2019
Q1 | $3.82M | Buy |
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|
2018
Q4 | $3.47M | Buy |
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|
2018
Q3 | $2.53M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $981K | Sell |
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|
2013
Q2 | $960K | Buy |
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