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JP Morgan Private Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2.07M Sell
47,907
-956
-2% -$43.5K 0.01% 723
2023
Q2 		$2.19M Buy
48,863
+649
+1% +$27.7K 0.01% 536
2023
Q1 		$2.08M Buy
48,214
+699
+1% +$31.7K ﹤0.01% 862
2022
Q4 		$2.02M Buy
47,515
+3,792
+9% +$164K ﹤0.01% 848
2022
Q3 		$1.71M Sell
43,723
-6,003
-12% -$261K ﹤0.01% 901
2022
Q2 		$2.04M Buy
49,726
+13,161
+36% +$585K 0.01% 842
2022
Q1 		$1.75M Buy
36,565
+1,169
+3% +$56.8K ﹤0.01% 955
2021
Q4 		$1.82M Buy
35,396
+4,194
+13% +$214K ﹤0.01% 950
2021
Q3 		$1.51M Sell
31,202
-203
-0.6% -$9.81K ﹤0.01% 1018
2021
Q2 		$1.55M Buy
31,405
+301
+1% +$14.8K ﹤0.01% 992
2021
Q1 		$1.47M Sell
31,104
-17,871
-36% -$796K ﹤0.01% 880
2020
Q4 		$1.91M Buy
48,975
+5,726
+13% +$201K 0.01% 742
2020
Q3 		$1.29M Sell
43,249
-6,069
-12% -$183K 0.01% 787
2020
Q2 		$1.4M Buy
49,318
+348
+0.7% +$9.06K 0.01% 691
2020
Q1 		$1.09M Sell
48,970
-14,500
-23% -$468K 0.01% 684
2019
Q4 		$2.44M Sell
63,470
-2,253
-3% -$83.2K 0.01% 579
2019
Q3 		$2.34M Sell
65,723
-3,411
-5% -$119K 0.01% 557
2019
Q2 		$2.48M Sell
69,134
-1,503
-2% -$54.3K 0.01% 548
2019
Q1 		$2.55M Buy
70,637
+3,003
+4% +$108K 0.01% 561
2018
Q4 		$2.17M Buy
67,634
+5,208
+8% +$186K 0.01% 554
2018
Q3 		$2.49M Sell
62,426
-596
-0.9% -$23.8K 0.01% 578
2018
Q2 		$2.44M Buy
63,022
+2,192
+4% +$82.4K 0.01% 560
2018
Q1 		$2.17M Buy
60,830
+13,844
+29% +$504K 0.01% 468
2017
Q4 		$1.7M Sell
46,986
-10,567
-18% -$376K 0.01% 524
2017
Q3 		$2.01M Buy
57,553
+2,064
+4% +$67.6K 0.01% 462
2017
Q2 		$1.82M Buy
55,489
+745
+1% +$24.1K 0.01% 479
2017
Q1 		$1.76M Sell
54,744
-26,811
-33% -$864K 0.01% 491
2016
Q4 		$2.65M Sell
81,555
-9,360
-10% -$280K 0.02% 387
2016
Q3 		$2.57M Buy
90,915
+3,276
+4% +$90.8K 0.02% 386
2016
Q2 		$2.31M Buy
87,639
+41,763
+91% +$1.09M 0.02% 412
2016
Q1 		$1.18M Sell
45,876
-33,150
-42% -$783K 0.01% 515
2015
Q4 		$2M Buy
79,026
+41,670
+112% +$1.09M 0.02% 368
2015
Q3 		$915K Buy
+37,356
New +$986K 0.01% 493
2014
Q4 		– Sell
-43,650
Closed -$1.11M – 1101
2014
Q3 		$1.11M Hold
43,650
– – 0.01% 487
2014
Q2 		$1.2M Hold
43,650
– – 0.02% 375
2014
Q1 		$1.19M Hold
43,650
– – 0.02% 374
2013
Q4 		$1.19M Hold
43,650
– – 0.02% 319
2013
Q3 		$1.08M Hold
43,650
– – 0.02% 321
2013
Q2 		$972K Buy
+43,650
New +$942K 0.02% 323

Other funds holding EES

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 2% in Q3 2023, selling an estimated $43.5K and leaving 47,907 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #723.

JP Morgan Private Wealth Advisors first reported a position in EES in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.65M in Q4 2016. 125 funds tracked by Wall St. Rank hold EES as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 47,907 shares of WisdomTree US SmallCap Earnings Fund worth $2.07M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 956 WisdomTree US SmallCap Earnings Fund shares in Q3 2023, an estimated $43.5K.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #723 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 39 quarters since.
  • JP Morgan Private Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2.65M in Q4 2016.
  • 125 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2023.

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