JP Morgan Private Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$342K	Sell	7,391 -80	-1%	-$3.82K	﹤0.01%	1408
2023 Q2	$348K	Sell	7,471 -1,371	-16%	-$63.6K	﹤0.01%	1178
2023 Q1	$405K	Buy	8,842 +5	+0.1%	+$229	﹤0.01%	1555
2022 Q4	$389K	Sell	8,837 -6,222	-41%	-$263K	﹤0.01%	1561
2022 Q3	$600K	Sell	15,059 -1,166	-7%	-$51.5K	﹤0.01%	1379
2022 Q2	$724K	Buy	16,225 +968	+6%	+$48K	﹤0.01%	1299
2022 Q1	$813K	Sell	15,257 -998	-6%	-$52.4K	﹤0.01%	1312
2021 Q4	$860K	Buy	16,255 +7,088	+77%	+$373K	﹤0.01%	1322
2021 Q3	$490K	Buy	9,167 +1,315	+17%	+$71.4K	﹤0.01%	1507
2021 Q2	$428K	Buy	7,852 +1,389	+21%	+$74.1K	﹤0.01%	1537
2021 Q1	$331K	Sell	6,463 -282	-4%	-$14K	﹤0.01%	1490
2020 Q4	$322K	Buy	6,745 +370	+6%	+$16.5K	﹤0.01%	1470
2020 Q3	$264K	Buy	6,375 +91	+1%	+$3.81K	﹤0.01%	1412
2020 Q2	$245K	Sell	6,284 -5,691	-48%	-$211K	﹤0.01%	1390
2020 Q1	$396K	Buy	11,975 +2,617	+28%	+$111K	﹤0.01%	1022
2019 Q4	$447K	Buy	9,358 +1,927	+26%	+$88.3K	﹤0.01%	1091
2019 Q3	$329K	Sell	7,431 -192	-3%	-$8.78K	﹤0.01%	1151
2019 Q2	$359K	Sell	7,623 -4,041	-35%	-$188K	﹤0.01%	1081
2019 Q1	$549K	Buy	11,664 +1,208	+12%	+$55.3K	﹤0.01%	990
2018 Q4	$438K	Buy	10,456 +3,412	+48%	+$145K	﹤0.01%	1020
2018 Q3	$322K	Sell	7,044 -132,952	-95%	-$6.25M	﹤0.01%	1255
2018 Q2	$6.68M	Buy	139,996 +7,639	+6%	+$396K	0.04%	342
2018 Q1	$7.15M	Buy	132,357 +65,193	+97%	+$3.53M	0.05%	273
2017 Q4	$3.5M	Buy	67,164 +61,165	+1,020%	+$3.04M	0.02%	385
2017 Q3	$294K	Buy	+5,999	New	+$289K	﹤0.01%	1025

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.1% in Q3 2023, selling an estimated $3.82K and leaving 7,391 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

JP Morgan Private Wealth Advisors first reported a position in DGS in Q3 2017 and has held it in 25 quarters since. The position peaked at $7.15M in Q1 2018. 197 funds tracked by Wall St. Rank hold DGS as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,391 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $342K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 80 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2023, an estimated $3.82K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1408 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2017 and has held it in 25 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $7.15M in Q1 2018.
197 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2023.

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