JP Morgan Private Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.69M | Sell |
|
|||||
|
2023
Q2 | $1.81M | Sell |
|
|||||
|
2023
Q1 | $2.21M | Buy |
|
|||||
|
2022
Q4 | $1.95M | Sell |
|
|||||
|
2022
Q3 | $1.85M | Buy |
|
|||||
|
2022
Q2 | $1.56M | Buy |
|
|||||
|
2022
Q1 | $1.66M | Buy |
|
|||||
|
2021
Q4 | $1.43M | Buy |
|
|||||
|
2021
Q3 | $1.08M | Buy |
|
|||||
|
2021
Q2 | $1.01M | Buy |
|
|||||
|
2021
Q1 | $507K | Buy |
|
|||||
|
2020
Q4 | $419K | Buy |
|
|||||
|
2020
Q3 | $322K | Buy |
|
|||||
|
2020
Q2 | $291K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $319K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $326K | Sell |
|
|||||
|
2019
Q1 | $548K | Buy |
|
|||||
|
2018
Q4 | $488K | Sell |
|
|||||
|
2018
Q3 | $607K | Buy |
|