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JP Morgan Private Wealth Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.73M Buy
42,355
+176
+0.4% +$7.5K 0.01% 791
2023
Q2 		$1.77M Sell
42,179
-9,098
-18% -$369K 0.01% 606
2023
Q1 		$2.1M Buy
51,277
+3,999
+8% +$170K ﹤0.01% 859
2022
Q4 		$1.95M Buy
47,278
+9,537
+25% +$394K ﹤0.01% 865
2022
Q3 		$1.42M Buy
37,741
+9,598
+34% +$395K ﹤0.01% 982
2022
Q2 		$1.1M Buy
28,143
+1,753
+7% +$73.9K ﹤0.01% 1099
2022
Q1 		$1.17M Sell
26,390
-6,986
-21% -$305K ﹤0.01% 1139
2021
Q4 		$1.48M Buy
33,376
+7,331
+28% +$320K ﹤0.01% 1052
2021
Q3 		$1.08M Buy
26,045
+712
+3% +$29.9K ﹤0.01% 1178
2021
Q2 		$1.06M Buy
25,333
+4,576
+22% +$194K ﹤0.01% 1167
2021
Q1 		$839K Sell
20,757
-15,430
-43% -$587K ﹤0.01% 1117
2020
Q4 		$1.26M Sell
36,187
-8,484
-19% -$276K ﹤0.01% 920
2020
Q3 		$1.29M Sell
44,671
-1,342
-3% -$39.5K 0.01% 786
2020
Q2 		$1.3M Sell
46,013
-9,894
-18% -$267K 0.01% 715
2020
Q1 		$1.35M Sell
55,907
-33,348
-37% -$1.12M 0.01% 628
2019
Q4 		$3.4M Sell
89,255
-3,138
-3% -$116K 0.02% 509
2019
Q3 		$3.35M Sell
92,393
-11,466
-11% -$410K 0.02% 492
2019
Q2 		$3.76M Sell
103,859
-11,767
-10% -$423K 0.02% 449
2019
Q1 		$4.14M Sell
115,626
-23,396
-17% -$817K 0.02% 445
2018
Q4 		$4.4M Sell
139,022
-32,804
-19% -$1.13M 0.03% 383
2018
Q3 		$6.34M Sell
171,826
-25,130
-13% -$925K 0.03% 381
2018
Q2 		$7.05M Sell
196,956
-95,949
-33% -$3.37M 0.04% 331
2018
Q1 		$9.99M Sell
292,905
-49,894
-15% -$1.74M 0.07% 232
2017
Q4 		$12.1M Sell
342,799
-11,324
-3% -$387K 0.08% 217
2017
Q3 		$11.8M Buy
354,123
+34,350
+11% +$1.12M 0.08% 201
2017
Q2 		$10.4M Buy
319,773
+16,647
+5% +$539K 0.08% 204
2017
Q1 		$9.85M Buy
303,126
+48,366
+19% +$1.56M 0.08% 213
2016
Q4 		$8.02M Buy
254,760
+45
+0% +$1.37K 0.07% 219
2016
Q3 		$7.72M Sell
254,715
-10,293
-4% -$313K 0.07% 221
2016
Q2 		$7.91M Sell
265,008
-17,481
-6% -$507K 0.08% 212
2016
Q1 		$8.11M Sell
282,489
-20,331
-7% -$536K 0.08% 194
2015
Q4 		$8.13M Sell
302,820
-7,095
-2% -$193K 0.08% 197
2015
Q3 		$8.02M Buy
309,915
+291,720
+1,603% +$7.9M 0.1% 182
2015
Q2 		$501K Sell
18,195
-249,765
-93% -$7.1M 0.01% 674
2015
Q1 		$7.69M Buy
267,960
+63,660
+31% +$1.8M 0.09% 206
2014
Q4 		$5.7M Buy
204,300
+186,105
+1,023% +$5.04M 0.07% 232
2014
Q3 		$475K Hold
18,195
– – 0.01% 707
2014
Q2 		$495K Hold
18,195
– – 0.01% 563
2014
Q1 		$467K Hold
18,195
– – 0.01% 586
2013
Q4 		$453K Hold
18,195
– – 0.01% 466
2013
Q3 		$422K Hold
18,195
– – 0.01% 459
2013
Q2 		$398K Buy
+18,195
New +$401K 0.01% 446

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WisdomTree US MidCap Dividend Fund (DON) stake by 0.42% in Q3 2023, buying an estimated $7.5K and bringing the position to 42,355 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #791.

JP Morgan Private Wealth Advisors first reported a position in DON in Q2 2013 and has held it in 42 quarters since. The position peaked at $12.1M in Q4 2017. 379 funds tracked by Wall St. Rank hold DON as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 42,355 shares of WisdomTree US MidCap Dividend Fund worth $1.73M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 176 WisdomTree US MidCap Dividend Fund shares in Q3 2023, an estimated $7.5K.
  • WisdomTree US MidCap Dividend Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #791 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree US MidCap Dividend Fund position peaked at $12.1M in Q4 2017.
  • 379 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2023.

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