JP Morgan Private Wealth Advisors’s WisdomTree United Kingdom Hedged Equity Fund DXPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-12,296	Closed	-$284K	–	1346
2016 Q1	$284K	Sell	12,296 -8,734	-42%	-$198K	﹤0.01%	972
2015 Q4	$485K	Hold	21,030	–	–	0.01%	698
2015 Q3	$479K	Buy	+21,030	New	+$506K	0.01%	631
2015 Q2	–	Sell	-21,030	Closed	-$549K	–	1173
2015 Q1	$549K	Buy	+21,030	New	+$550K	0.01%	695

Other funds holding DXPS

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Societe Generale $14.1B AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Private Wealth Advisors's DXPS Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of WisdomTree United Kingdom Hedged Equity Fund (DXPS) in Q2 2016, closing a stake of 12,296 shares — an estimated $284K sold.

JP Morgan Private Wealth Advisors first reported a position in DXPS in Q1 2015 and held it in 4 quarters. The position peaked at $549K in Q1 2015. 15 funds tracked by Wall St. Rank hold DXPS as of Q2 2016.

JP Morgan Private Wealth Advisors reported no remaining WisdomTree United Kingdom Hedged Equity Fund position as of Q2 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 12,296 WisdomTree United Kingdom Hedged Equity Fund shares in Q2 2016, an estimated $284K.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree United Kingdom Hedged Equity Fund in Q1 2015 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's WisdomTree United Kingdom Hedged Equity Fund position peaked at $549K in Q1 2015.
15 funds tracked by Wall St. Rank held WisdomTree United Kingdom Hedged Equity Fund as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.