JP Morgan Private Wealth Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-11,825	Closed	-$674K	–	1272
2016 Q1	$674K	Sell	11,825 -8,762	-43%	-$466K	0.01%	659
2015 Q4	$1.15M	Buy	20,587 +35	+0.2%	+$1.96K	0.01%	488
2015 Q3	$1.11M	Buy	+20,552	New	+$1.17M	0.01%	448
2015 Q2	–	Sell	-20,354	Closed	-$1.13M	–	1066
2015 Q1	$1.13M	Hold	20,354	–	–	0.01%	496
2014 Q4	$1.05M	Buy	20,354 +8,529	+72%	+$438K	0.01%	524
2014 Q3	$620K	Buy	+11,825	New	+$669K	0.01%	632
2013 Q4	–	Sell	-11,825	Closed	-$597K	–	657
2013 Q3	$597K	Hold	11,825	–	–	0.01%	403
2013 Q2	$501K	Buy	+11,825	New	+$517K	0.01%	409

Other funds holding DFE

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

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

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

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

JP Morgan Private Wealth Advisors's DFE Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q2 2016, closing a stake of 11,825 shares — an estimated $674K sold.

JP Morgan Private Wealth Advisors first reported a position in DFE in Q2 2013 and held it in 8 quarters. The position peaked at $1.15M in Q4 2015. 101 funds tracked by Wall St. Rank hold DFE as of Q2 2016.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 11,825 WisdomTree Europe SmallCap Dividend Fund shares in Q2 2016, an estimated $674K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2013 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $1.15M in Q4 2015.
101 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.