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JP Morgan Private Wealth Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.49M Sell
56,727
-2,967
-5% -$189K 0.01% 583
2023
Q2 		$3.8M Sell
59,694
-31,554
-35% -$1.96M 0.02% 387
2023
Q1 		$5.64M Sell
91,248
-2,012
-2% -$125K 0.01% 554
2022
Q4 		$5.78M Buy
93,260
+132
+0.1% +$8.06K 0.01% 542
2022
Q3 		$5.15M Buy
93,128
+3,565
+4% +$216K 0.01% 553
2022
Q2 		$5.29M Buy
89,563
+6,299
+8% +$396K 0.01% 553
2022
Q1 		$5.47M Sell
83,264
-9,429
-10% -$611K 0.01% 587
2021
Q4 		$6.12M Sell
92,693
-1,407
-1% -$89K 0.01% 562
2021
Q3 		$5.61M Sell
94,100
-1,904
-2% -$117K 0.01% 561
2021
Q2 		$5.78M Sell
96,004
-7,870
-8% -$469K 0.02% 554
2021
Q1 		$5.96M Sell
103,874
-3,328
-3% -$183K 0.02% 470
2020
Q4 		$5.76M Sell
107,202
-8,286
-7% -$424K 0.02% 449
2020
Q3 		$5.6M Sell
115,488
-4,998
-4% -$243K 0.02% 405
2020
Q2 		$5.59M Sell
120,486
-14,810
-11% -$667K 0.03% 355
2020
Q1 		$5.47M Buy
135,296
+3,014
+2% +$148K 0.03% 342
2019
Q4 		$7.01M Buy
132,282
+1,204
+0.9% +$61.4K 0.03% 357
2019
Q3 		$6.49M Sell
131,078
-728
-0.6% -$35.5K 0.03% 356
2019
Q2 		$6.39M Sell
131,806
-6,454
-5% -$308K 0.04% 339
2019
Q1 		$6.51M Sell
138,260
-1,642
-1% -$74.7K 0.03% 349
2018
Q4 		$5.91M Buy
139,902
+13,922
+11% +$630K 0.04% 337
2018
Q3 		$6.01M Sell
125,980
-15,226
-11% -$714K 0.03% 385
2018
Q2 		$6.34M Sell
141,206
-93,628
-40% -$4.2M 0.04% 350
2018
Q1 		$10.4M Sell
234,834
-6,374
-3% -$294K 0.07% 228
2017
Q4 		$11.1M Buy
241,208
+6,130
+3% +$275K 0.07% 229
2017
Q3 		$10.2M Buy
235,078
+8,962
+4% +$382K 0.07% 220
2017
Q2 		$9.51M Buy
226,116
+5,724
+3% +$239K 0.07% 221
2017
Q1 		$9.14M Buy
220,392
+192,222
+682% +$7.88M 0.07% 227
2016
Q4 		$1.13M Sell
28,170
-550
-2% -$21.3K 0.01% 571
2016
Q3 		$1.11M Sell
28,720
-1,560
-5% -$60.2K 0.01% 568
2016
Q2 		$1.15M Sell
30,280
-2,280
-7% -$84.4K 0.01% 565
2016
Q1 		$1.2M Buy
32,560
+1,420
+5% +$49.3K 0.01% 510
2015
Q4 		$1.11M Hold
31,140
– – 0.01% 495
2015
Q3 		$1.05M Buy
+31,140
New +$1.1M 0.01% 458
2015
Q2 		– Sell
-31,794
Closed -$1.17M – 1067
2015
Q1 		$1.17M Buy
31,794
+5,084
+19% +$188K 0.01% 486
2014
Q4 		$990K Hold
26,710
– – 0.01% 531
2014
Q3 		$950K Sell
26,710
-400
-1% -$14.2K 0.01% 528
2014
Q2 		$960K Sell
27,110
-7,700
-22% -$266K 0.02% 420
2014
Q1 		$1.18M Buy
34,810
+6,500
+23% +$213K 0.02% 376
2013
Q4 		$942K Buy
28,310
+1,200
+4% +$38.6K 0.02% 355
2013
Q3 		$830K Hold
27,110
– – 0.02% 358
2013
Q2 		$811K Buy
+27,110
New +$818K 0.02% 347

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 5% in Q3 2023, selling an estimated $189K and leaving 56,727 shares worth $3.49M. The position accounts for 0.01% of the portfolio, ranked #583.

JP Morgan Private Wealth Advisors first reported a position in DLN in Q2 2013 and has held it in 41 quarters since. The position peaked at $11.1M in Q4 2017. 340 funds tracked by Wall St. Rank hold DLN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 56,727 shares of WisdomTree US LargeCap Dividend Fund worth $3.49M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,967 WisdomTree US LargeCap Dividend Fund shares in Q3 2023, an estimated $189K.
  • WisdomTree US LargeCap Dividend Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #583 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $11.1M in Q4 2017.
  • 340 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2023.

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