JP Morgan Private Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$18.1M	Buy	482,445 +2,084	+0.4%	+$81K	0.05%	286
2023 Q2	$18.4M	Buy	480,361 +281	+0.1%	+$10.8K	0.1%	164
2023 Q1	$18.2M	Buy	480,080 +47,793	+11%	+$1.8M	0.04%	322
2022 Q4	$15.4M	Buy	432,287 +103,747	+32%	+$3.6M	0.03%	342
2022 Q3	$10.7M	Buy	328,540 +141,145	+75%	+$5.11M	0.03%	384
2022 Q2	$6.94M	Buy	187,395 +37,356	+25%	+$1.52M	0.02%	495
2022 Q1	$6.57M	Sell	150,039 -1,396	-0.9%	-$62K	0.01%	537
2021 Q4	$6.56M	Sell	151,435 -6,678	-4%	-$291K	0.01%	542
2021 Q3	$6.9M	Buy	158,113 +19,216	+14%	+$862K	0.02%	518
2021 Q2	$6.34M	Buy	138,897 +8,811	+7%	+$404K	0.02%	525
2021 Q1	$5.77M	Sell	130,086 -59,438	-31%	-$2.56M	0.02%	478
2020 Q4	$7.8M	Sell	189,524 -15,554	-8%	-$596K	0.03%	392
2020 Q3	$7.23M	Sell	205,078 -6,860	-3%	-$257K	0.03%	380
2020 Q2	$7.66M	Sell	211,938 -44,863	-17%	-$1.58M	0.03%	320
2020 Q1	$8.28M	Buy	256,801 +65,117	+34%	+$2.64M	0.05%	287
2019 Q4	$8.77M	Sell	191,684 -8,602	-4%	-$374K	0.04%	323
2019 Q3	$8.27M	Buy	200,286 +7,099	+4%	+$304K	0.04%	323
2019 Q2	$8.63M	Sell	193,187 -211	-0.1%	-$9.24K	0.05%	298
2019 Q1	$8.48M	Buy	193,398 +4,221	+2%	+$182K	0.04%	306
2018 Q4	$7.59M	Buy	189,177 +26,489	+16%	+$1.09M	0.05%	294
2018 Q3	$7.11M	Buy	+162,688	New	+$7.08M	0.03%	359
2016 Q2	–	Sell	-17,585	Closed	-$612K	–	1271
2016 Q1	$612K	Hold	17,585	–	–	0.01%	683
2015 Q4	$556K	Hold	17,585	–	–	0.01%	659
2015 Q3	$589K	Buy	+17,585	New	+$667K	0.01%	573
2015 Q2	–	Sell	-20,544	Closed	-$873K	–	1065
2015 Q1	$873K	Hold	20,544	–	–	0.01%	563
2014 Q4	$866K	Sell	20,544 -3,793	-16%	-$172K	0.01%	563
2014 Q3	$1.16M	Buy	+24,337	New	+$1.27M	0.02%	478
2013 Q4	–	Sell	-389,246	Closed	-$20.1M	–	656
2013 Q3	$20.1M	Sell	389,246 -228,324	-37%	-$11.5M	0.46%	71
2013 Q2	$29.8M	Buy	+617,570	New	+$33.1M	0.74%	38

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DEM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.43% in Q3 2023, buying an estimated $81K and bringing the position to 482,445 shares worth $18.1M. The position accounts for 0.05% of the portfolio, ranked #286.

JP Morgan Private Wealth Advisors first reported a position in DEM in Q2 2013 and has held it in 29 quarters since. The position peaked at $29.8M in Q2 2013. 280 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

JP Morgan Private Wealth Advisors held 482,445 shares of WisdomTree Emerging Markets High Dividend Fund worth $18.1M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 2,084 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $81K.
WisdomTree Emerging Markets High Dividend Fund made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #286 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 29 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $29.8M in Q2 2013.
280 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.