JP Morgan Private Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.69M	Sell	59,918 -3,038	-5%	-$89.2K	﹤0.01%	802
2023 Q2	$1.81M	Sell	62,956 -14,391	-19%	-$401K	0.01%	594
2023 Q1	$2.21M	Buy	77,347 +8,659	+13%	+$259K	﹤0.01%	845
2022 Q4	$1.95M	Sell	68,688 -3,233	-4%	-$92.9K	﹤0.01%	861
2022 Q3	$1.85M	Buy	71,921 +16,602	+30%	+$481K	﹤0.01%	870
2022 Q2	$1.56M	Buy	55,319 +3,238	+6%	+$97.2K	﹤0.01%	930
2022 Q1	$1.66M	Buy	52,081 +8,625	+20%	+$275K	﹤0.01%	978
2021 Q4	$1.43M	Buy	43,456 +8,492	+24%	+$275K	﹤0.01%	1069
2021 Q3	$1.08M	Buy	34,964 +3,351	+11%	+$105K	﹤0.01%	1179
2021 Q2	$1.01M	Buy	31,613 +15,342	+94%	+$496K	﹤0.01%	1198
2021 Q1	$507K	Buy	16,271 +520	+3%	+$15.3K	﹤0.01%	1304
2020 Q4	$419K	Buy	15,751 +474	+3%	+$11.5K	﹤0.01%	1359
2020 Q3	$322K	Buy	15,277 +1,528	+11%	+$33.3K	﹤0.01%	1333
2020 Q2	$291K	Buy	+13,749	New	+$273K	﹤0.01%	1316
2020 Q1	–	Sell	-11,112	Closed	-$319K	–	1442
2019 Q4	$319K	Buy	+11,112	New	+$310K	﹤0.01%	1209
2019 Q3	–	Sell	-12,042	Closed	-$326K	–	1438
2019 Q2	$326K	Sell	12,042 -7,851	-39%	-$215K	﹤0.01%	1119
2019 Q1	$548K	Buy	19,893 +7	+0%	+$191	﹤0.01%	991
2018 Q4	$488K	Sell	19,886 -534	-3%	-$14.5K	﹤0.01%	979
2018 Q3	$607K	Buy	+20,420	New	+$614K	﹤0.01%	1008

Other funds holding DES

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.8% in Q3 2023, selling an estimated $89.2K and leaving 59,918 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #802.

JP Morgan Private Wealth Advisors first reported a position in DES in Q3 2018 and has held it in 19 quarters since. The position peaked at $2.21M in Q1 2023. 295 funds tracked by Wall St. Rank hold DES as of Q3 2023.

JP Morgan Private Wealth Advisors held 59,918 shares of WisdomTree US SmallCap Dividend Fund worth $1.69M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,038 WisdomTree US SmallCap Dividend Fund shares in Q3 2023, an estimated $89.2K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #802 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2018 and has held it in 19 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $2.21M in Q1 2023.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2023.

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