JP Morgan Private Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.41M	Sell	40,057 -139	-0.3%	-$8.68K	0.01%	682
2023 Q2	$2.5M	Sell	40,196 -18,206	-31%	-$1.1M	0.01%	497
2023 Q1	$3.54M	Sell	58,402 -2,709	-4%	-$165K	0.01%	687
2022 Q4	$3.71M	Buy	61,111 +10,064	+20%	+$604K	0.01%	657
2022 Q3	$2.77M	Buy	51,047 +2,180	+4%	+$130K	0.01%	734
2022 Q2	$2.83M	Hold	48,867	–	–	0.01%	733
2022 Q1	$3.15M	Sell	48,867 -1,175	-2%	-$74.8K	0.01%	754
2021 Q4	$3.24M	Buy	50,042 +492	+1%	+$30.6K	0.01%	741
2021 Q3	$2.91M	Hold	49,550	–	–	0.01%	752
2021 Q2	$2.94M	Hold	49,550	–	–	0.01%	732
2021 Q1	$2.8M	Hold	49,550	–	–	0.01%	660
2020 Q4	$2.6M	Sell	49,550 -250	-0.5%	-$12.5K	0.01%	641
2020 Q3	$2.34M	Hold	49,800	–	–	0.01%	610
2020 Q2	$2.24M	Sell	49,800 -12,172	-20%	-$530K	0.01%	551
2020 Q1	$2.43M	Sell	61,972 -8,086	-12%	-$392K	0.01%	497
2019 Q4	$3.7M	Hold	70,058	–	–	0.02%	486
2019 Q3	$3.47M	Sell	70,058 -1,370	-2%	-$66.8K	0.02%	483
2019 Q2	$3.47M	Buy	71,428 +670	+0.9%	+$32.1K	0.02%	468
2019 Q1	$3.35M	Buy	70,758 +6,882	+11%	+$315K	0.02%	503
2018 Q4	$2.7M	Sell	63,876 -7,938	-11%	-$361K	0.02%	510
2018 Q3	$3.45M	Hold	71,814	–	–	0.02%	509
2018 Q2	$3.27M	Sell	71,814 -970	-1%	-$44K	0.02%	498
2018 Q1	$3.24M	Sell	72,784 -5,530	-7%	-$256K	0.02%	401
2017 Q4	$3.64M	Sell	78,314 -3,940	-5%	-$178K	0.02%	379
2017 Q3	$3.61M	Sell	82,254 -290	-0.4%	-$12.5K	0.03%	366
2017 Q2	$3.51M	Sell	82,544 -240	-0.3%	-$10.2K	0.03%	358
2017 Q1	$3.48M	Sell	82,784 -2,130	-3%	-$88.6K	0.03%	364
2016 Q4	$3.45M	Hold	84,914	–	–	0.03%	336
2016 Q3	$3.32M	Hold	84,914	–	–	0.03%	341
2016 Q2	$3.26M	Sell	84,914 -2,400	-3%	-$89.9K	0.03%	340
2016 Q1	$3.24M	Buy	87,314 +5,470	+7%	+$191K	0.03%	309
2015 Q4	$2.93M	Buy	81,844 +11,846	+17%	+$427K	0.03%	304
2015 Q3	$2.38M	Hold	69,998	–	–	0.03%	307
2015 Q2	$2.56M	Buy	+69,998	New	+$2.62M	0.03%	322
2015 Q1	–	Sell	-90,668	Closed	-$3.39M	–	1146
2014 Q4	$3.39M	Buy	90,668 +60	+0.1%	+$2.19K	0.04%	294
2014 Q3	$3.23M	Sell	90,608 -10,940	-11%	-$392K	0.04%	298
2014 Q2	$3.63M	Sell	101,548 -8,360	-8%	-$291K	0.06%	232
2014 Q1	$3.75M	Sell	109,908 -51,598	-32%	-$1.71M	0.07%	219
2013 Q4	$5.42M	Sell	161,506 -2,190	-1%	-$71K	0.11%	181
2013 Q3	$5.06M	Buy	163,696 +1,900	+1%	+$59.1K	0.11%	182
2013 Q2	$4.88M	Buy	+161,796	New	+$4.91M	0.12%	173

Other funds holding DTD

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

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

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

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.35% in Q3 2023, selling an estimated $8.68K and leaving 40,057 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #682.

JP Morgan Private Wealth Advisors first reported a position in DTD in Q2 2013 and has held it in 41 quarters since. The position peaked at $5.42M in Q4 2013. 174 funds tracked by Wall St. Rank hold DTD as of Q3 2023.

JP Morgan Private Wealth Advisors held 40,057 shares of WisdomTree US Total Dividend Fund worth $2.41M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 139 WisdomTree US Total Dividend Fund shares in Q3 2023, an estimated $8.68K.
WisdomTree US Total Dividend Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #682 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2013 and has held it in 41 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree US Total Dividend Fund position peaked at $5.42M in Q4 2013.
174 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2023.

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