JP Morgan Private Wealth Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.27M	Buy	67,813 +751	+1%	+$26.5K	0.01%	697
2023 Q2	$2.4M	Buy	67,062 +7,528	+13%	+$268K	0.01%	504
2023 Q1	$2.11M	Buy	59,534 +1	+0%	+$35	﹤0.01%	858
2022 Q4	$1.92M	Sell	59,533 -1,669	-3%	-$51.5K	﹤0.01%	870
2022 Q3	$1.68M	Buy	61,202 +8,419	+16%	+$264K	﹤0.01%	904
2022 Q2	$1.67M	Buy	52,783 +3,046	+6%	+$109K	﹤0.01%	902
2022 Q1	$1.98M	Buy	49,737 +7,746	+18%	+$314K	﹤0.01%	899
2021 Q4	$1.83M	Buy	41,991 +3,921	+10%	+$165K	﹤0.01%	945
2021 Q3	$1.54M	Buy	38,070 +1,611	+4%	+$68.3K	﹤0.01%	1008
2021 Q2	$1.52M	Buy	+36,459	New	+$1.49M	﹤0.01%	1001

Other funds holding DNL

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 1.1% in Q3 2023, buying an estimated $26.5K and bringing the position to 67,813 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #697.

JP Morgan Private Wealth Advisors first reported a position in DNL in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.4M in Q2 2023. 98 funds tracked by Wall St. Rank hold DNL as of Q3 2023.

JP Morgan Private Wealth Advisors held 67,813 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $2.27M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 751 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2023, an estimated $26.5K.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #697 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $2.4M in Q2 2023.
98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2023.

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