JP Morgan Private Wealth Advisors’s WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund DGRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5,859	Closed	-$232K	–	1757
2020 Q4	$232K	Sell	5,859 -7,000	-54%	-$251K	﹤0.01%	1590
2020 Q3	$395K	Sell	12,859 -2,903	-18%	-$90.8K	﹤0.01%	1242
2020 Q2	$473K	Buy	15,762 +115	+0.7%	+$3.2K	﹤0.01%	1129
2020 Q1	$393K	Sell	15,647 -146	-0.9%	-$4.85K	﹤0.01%	1026
2019 Q4	$596K	Sell	15,793 -223	-1%	-$8.18K	﹤0.01%	981
2019 Q3	$570K	Buy	16,016 +622	+4%	+$21.6K	﹤0.01%	959
2019 Q2	$547K	Buy	15,394 +99	+0.6%	+$3.48K	﹤0.01%	950
2019 Q1	$530K	Buy	15,295 +2,099	+16%	+$72.9K	﹤0.01%	1012
2018 Q4	$411K	Sell	13,196 -14,247	-52%	-$490K	﹤0.01%	1041
2018 Q3	$1.03M	Buy	27,443 +1,060	+4%	+$40.1K	0.01%	818
2018 Q2	$968K	Buy	26,383 +8,028	+44%	+$287K	0.01%	788
2018 Q1	$631K	Buy	+18,355	New	+$647K	﹤0.01%	792

Other funds holding DGRS

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

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

ACWM

Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DGRS Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund (DGRS) in Q1 2021, closing a stake of 5,859 shares — an estimated $232K sold.

JP Morgan Private Wealth Advisors first reported a position in DGRS in Q1 2018 and held it in 12 quarters. The position peaked at $1.03M in Q3 2018. 68 funds tracked by Wall St. Rank hold DGRS as of Q1 2021.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position as of Q1 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 5,859 WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund shares in Q1 2021, an estimated $232K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund in Q1 2018 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund position peaked at $1.03M in Q3 2018.
68 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.