JP Morgan Private Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$306K	Sell	6,327 -66	-1%	-$3.3K	﹤0.01%	1469
2023 Q2	$320K	Buy	6,393 +63	+1%	+$3.18K	﹤0.01%	1219
2023 Q1	$315K	Sell	6,330 -71	-1%	-$3.52K	﹤0.01%	1662
2022 Q4	$301K	Sell	6,401 -6,100	-49%	-$273K	﹤0.01%	1660
2022 Q3	$502K	Buy	12,501 +403	+3%	+$18.1K	﹤0.01%	1452
2022 Q2	$550K	Sell	12,098 -473	-4%	-$23.5K	﹤0.01%	1423
2022 Q1	$663K	Buy	12,571 +9	+0.1%	+$479	﹤0.01%	1406
2021 Q4	$679K	Buy	12,562 +6,849	+120%	+$367K	﹤0.01%	1423
2021 Q3	$302K	Buy	5,713 +830	+17%	+$45.8K	﹤0.01%	1693
2021 Q2	$266K	Buy	+4,883	New	+$268K	﹤0.01%	1712
2020 Q1	–	Sell	-5,680	Closed	-$304K	–	1448
2019 Q4	$304K	Buy	+5,680	New	+$293K	﹤0.01%	1235
2016 Q1	–	Sell	-7,990	Closed	-$372K	–	1254
2015 Q4	$372K	Buy	+7,990	New	+$381K	﹤0.01%	790

Other funds holding DWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

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

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

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

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

JP Morgan Private Wealth Advisors reduced its WisdomTree International Equity Fund (DWM) stake by 1% in Q3 2023, selling an estimated $3.3K and leaving 6,327 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

JP Morgan Private Wealth Advisors first reported a position in DWM in Q4 2015 and has held it in 12 quarters since. The position peaked at $679K in Q4 2021. 122 funds tracked by Wall St. Rank hold DWM as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,327 shares of WisdomTree International Equity Fund worth $306K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 66 WisdomTree International Equity Fund shares in Q3 2023, an estimated $3.3K.
WisdomTree International Equity Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1469 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree International Equity Fund in Q4 2015 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree International Equity Fund position peaked at $679K in Q4 2021.
122 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2023.

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