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JP Morgan Private Wealth Advisors’s WisdomTree US High Dividend Fund DHS Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DHS Stock Details DHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$418K Sell
5,354
-2,052
-28% -$165K ﹤0.01% 1319
2023
Q2 		$589K Sell
7,406
-432
-6% -$34.6K ﹤0.01% 967
2023
Q1 		$645K Sell
7,838
-15,513
-66% -$1.32M ﹤0.01% 1361
2022
Q4 		$2.01M Buy
23,351
+596
+3% +$50.4K ﹤0.01% 852
2022
Q3 		$1.73M Buy
22,755
+4,189
+23% +$348K ﹤0.01% 897
2022
Q2 		$1.53M Buy
18,566
+15,691
+546% +$1.37M ﹤0.01% 942
2022
Q1 		$253K Sell
2,875
-275
-9% -$23.5K ﹤0.01% 1822
2021
Q4 		$260K Sell
3,150
-35
-1% -$2.78K ﹤0.01% 1805
2021
Q3 		$245K Buy
3,185
+500
+19% +$39.6K ﹤0.01% 1772
2021
Q2 		$210K Hold
2,685
– – ﹤0.01% 1819
2021
Q1 		$205K Sell
2,685
-265
-9% -$19.1K ﹤0.01% 1680
2020
Q4 		$205K Sell
2,950
-501
-15% -$33.4K ﹤0.01% 1639
2020
Q3 		$216K Buy
3,451
+200
+6% +$12.7K ﹤0.01% 1496
2020
Q2 		$203K Buy
+3,251
New +$200K ﹤0.01% 1458
2020
Q1 		– Sell
-3,138
Closed -$241K – 1443
2019
Q4 		$241K Buy
3,138
+187
+6% +$14.1K ﹤0.01% 1325
2019
Q3 		$220K Hold
2,951
– – ﹤0.01% 1305
2019
Q2 		$215K Sell
2,951
-602
-17% -$43.5K ﹤0.01% 1282
2019
Q1 		$258K Sell
3,553
-1,217
-26% -$85.7K ﹤0.01% 1278
2018
Q4 		$311K Sell
4,770
-913
-16% -$63.6K ﹤0.01% 1152
2018
Q3 		$410K Sell
5,683
-248
-4% -$17.8K ﹤0.01% 1153
2018
Q2 		$415K Buy
5,931
+1,999
+51% +$138K ﹤0.01% 1080
2018
Q1 		$268K Buy
3,932
+865
+28% +$61.4K ﹤0.01% 1082
2017
Q4 		$223K Sell
3,067
-159
-5% -$11.4K ﹤0.01% 1151
2017
Q3 		$225K Sell
3,226
-149
-4% -$10.3K ﹤0.01% 1118
2017
Q2 		$230K Buy
+3,375
New +$231K ﹤0.01% 1107

Other funds holding DHS

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree US High Dividend Fund (DHS) stake by 28% in Q3 2023, selling an estimated $165K and leaving 5,354 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

JP Morgan Private Wealth Advisors first reported a position in DHS in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.01M in Q4 2022. 188 funds tracked by Wall St. Rank hold DHS as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 5,354 shares of WisdomTree US High Dividend Fund worth $418K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,052 WisdomTree US High Dividend Fund shares in Q3 2023, an estimated $165K.
  • WisdomTree US High Dividend Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1319 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree US High Dividend Fund in Q2 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree US High Dividend Fund position peaked at $2.01M in Q4 2022.
  • 188 funds tracked by Wall St. Rank held WisdomTree US High Dividend Fund as of Q3 2023.

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