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

JP Morgan Private Wealth Advisors’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$21.3M Sell
335,578
-39,244
-10% -$2.61M 0.06% 266
2023
Q2 		$25M Sell
374,822
-455,713
-55% -$28.9M 0.13% 144
2023
Q1 		$51.8M Buy
830,535
+1,402
+0.2% +$86.2K 0.11% 188
2022
Q4 		$50M Buy
829,133
+304,694
+58% +$18.2M 0.11% 183
2022
Q3 		$28.3M Buy
524,439
+32,458
+7% +$1.92M 0.07% 236
2022
Q2 		$28.2M Buy
491,981
+98,183
+25% +$5.95M 0.07% 239
2022
Q1 		$25.1M Buy
393,798
+40,288
+11% +$2.54M 0.05% 287
2021
Q4 		$23.3M Buy
353,510
+5,387
+2% +$338K 0.05% 293
2021
Q3 		$20.5M Sell
348,123
-4,770
-1% -$292K 0.05% 304
2021
Q2 		$21.1M Sell
352,893
-20,296
-5% -$1.2M 0.05% 297
2021
Q1 		$21.3M Sell
373,189
-47,692
-11% -$2.62M 0.07% 257
2020
Q4 		$22.7M Sell
420,881
-18,308
-4% -$948K 0.07% 234
2020
Q3 		$21.8M Sell
439,189
-14,066
-3% -$683K 0.08% 204
2020
Q2 		$20.6M Buy
453,255
+5,620
+1% +$243K 0.09% 188
2020
Q1 		$17.4M Buy
447,635
+228,797
+105% +$10.4M 0.1% 187
2019
Q4 		$10.6M Buy
218,838
+16,723
+8% +$780K 0.05% 298
2019
Q3 		$9.11M Buy
202,115
+26,832
+15% +$1.19M 0.05% 308
2019
Q2 		$7.65M Buy
175,283
+12,678
+8% +$549K 0.04% 314
2019
Q1 		$7M Buy
162,605
+15,210
+10% +$628K 0.04% 335
2018
Q4 		$5.65M Buy
147,395
+45,710
+45% +$1.89M 0.03% 348
2018
Q3 		$4.51M Buy
101,685
+2,745
+3% +$119K 0.02% 452
2018
Q2 		$4.06M Buy
98,940
+5,602
+6% +$230K 0.02% 443
2018
Q1 		$3.77M Buy
93,338
+2,696
+3% +$113K 0.03% 375
2017
Q4 		$3.75M Buy
90,642
+5,790
+7% +$231K 0.02% 372
2017
Q3 		$3.24M Buy
84,852
+2,035
+2% +$75.9K 0.02% 384
2017
Q2 		$3.05M Buy
82,817
+10,181
+14% +$369K 0.02% 386
2017
Q1 		$2.58M Buy
72,636
+1,024
+1% +$35.6K 0.02% 427
2016
Q4 		$2.38M Buy
71,612
+1,385
+2% +$45.1K 0.02% 412
2016
Q3 		$2.27M Buy
70,227
+695
+1% +$22.5K 0.02% 411
2016
Q2 		$2.2M Buy
69,532
+562
+0.8% +$17.6K 0.02% 422
2016
Q1 		$2.16M Buy
+68,970
New +$2.03M 0.02% 388

Other funds holding DGRW

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 10% in Q3 2023, selling an estimated $2.61M and leaving 335,578 shares worth $21.3M. The position accounts for 0.06% of the portfolio, ranked #266.

JP Morgan Private Wealth Advisors first reported a position in DGRW in Q1 2016 and has held it in 31 quarters since. The position peaked at $51.8M in Q1 2023. 509 funds tracked by Wall St. Rank hold DGRW as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 335,578 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $21.3M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 39,244 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q3 2023, an estimated $2.61M.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #266 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2016 and has held it in 31 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $51.8M in Q1 2023.
  • 509 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q3 2023.

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