JP Morgan Private Wealth Advisors’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,238	Closed	-$285K	–	2018
2021 Q4	$285K	Sell	4,238 -1,637	-28%	-$110K	﹤0.01%	1762
2021 Q3	$393K	Hold	5,875	–	–	﹤0.01%	1597
2021 Q2	$399K	Buy	5,875 +210	+4%	+$14.6K	﹤0.01%	1567
2021 Q1	$380K	Sell	5,665 -197	-3%	-$13K	﹤0.01%	1428
2020 Q4	$373K	Buy	5,862 +1,192	+26%	+$71.2K	﹤0.01%	1406
2020 Q3	$261K	Buy	+4,670	New	+$263K	﹤0.01%	1419

Other funds holding DIM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

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

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

Tacita Capital Toronto, Ontario, Canada $169M AUM 24.7% 1-Year Est. Return

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DIM Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q1 2022, closing a stake of 4,238 shares — an estimated $285K sold.

JP Morgan Private Wealth Advisors first reported a position in DIM in Q3 2020 and held it in 6 quarters. The position peaked at $399K in Q2 2021. 48 funds tracked by Wall St. Rank hold DIM as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree International MidCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,238 WisdomTree International MidCap Dividend Fund shares in Q1 2022, an estimated $285K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree International MidCap Dividend Fund in Q3 2020 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's WisdomTree International MidCap Dividend Fund position peaked at $399K in Q2 2021.
48 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.