JP Morgan Private Wealth Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,509	Closed	-$258K	–	1588
2023 Q1	$258K	Hold	5,509	–	–	﹤0.01%	1736
2022 Q4	$258K	Hold	5,509	–	–	﹤0.01%	1712
2022 Q3	$227K	Hold	5,509	–	–	﹤0.01%	1760
2022 Q2	$253K	Hold	5,509	–	–	﹤0.01%	1735
2022 Q1	$281K	Hold	5,509	–	–	﹤0.01%	1777
2021 Q4	$276K	Hold	5,509	–	–	﹤0.01%	1778
2021 Q3	$258K	Hold	5,509	–	–	﹤0.01%	1755
2021 Q2	$266K	Hold	5,509	–	–	﹤0.01%	1711
2021 Q1	$258K	Hold	5,509	–	–	﹤0.01%	1593
2020 Q4	$236K	Hold	5,509	–	–	﹤0.01%	1587
2020 Q3	$208K	Hold	5,509	–	–	﹤0.01%	1510
2020 Q2	$212K	Sell	5,509 -1,025	-16%	-$38.2K	﹤0.01%	1442
2020 Q1	$223K	Hold	6,534	–	–	﹤0.01%	1252
2019 Q4	$316K	Hold	6,534	–	–	﹤0.01%	1212
2019 Q3	$301K	Hold	6,534	–	–	﹤0.01%	1194
2019 Q2	$303K	Hold	6,534	–	–	﹤0.01%	1146
2019 Q1	$301K	Buy	6,534 +1,025	+19%	+$46.1K	﹤0.01%	1202
2018 Q4	$230K	Sell	5,509 -2,000	-27%	-$88.9K	﹤0.01%	1279
2018 Q3	$349K	Sell	7,509 -500	-6%	-$23.3K	﹤0.01%	1220
2018 Q2	$367K	Hold	8,009	–	–	﹤0.01%	1129
2018 Q1	$373K	Sell	8,009 -1,000	-11%	-$48.2K	﹤0.01%	965
2017 Q4	$437K	Sell	9,009 -1,650	-15%	-$78.5K	﹤0.01%	915
2017 Q3	$502K	Hold	10,659	–	–	﹤0.01%	842
2017 Q2	$482K	Buy	10,659 +500	+5%	+$22.6K	﹤0.01%	848
2017 Q1	$457K	Buy	10,159 +4,550	+81%	+$202K	﹤0.01%	893
2016 Q4	$244K	Buy	5,609 +100	+2%	+$4.25K	﹤0.01%	1088
2016 Q3	$236K	Hold	5,509	–	–	﹤0.01%	1083
2016 Q2	$230K	Buy	+5,509	New	+$227K	﹤0.01%	1096

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's DEW Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2023, closing a stake of 5,509 shares — an estimated $258K sold.

JP Morgan Private Wealth Advisors first reported a position in DEW in Q2 2016 and held it in 28 quarters. The position peaked at $502K in Q3 2017. 33 funds tracked by Wall St. Rank hold DEW as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,509 WisdomTree Global High Dividend Fund shares in Q2 2023, an estimated $258K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Global High Dividend Fund in Q2 2016 and held it in 28 quarters.
JP Morgan Private Wealth Advisors's WisdomTree Global High Dividend Fund position peaked at $502K in Q3 2017.
33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.