JP Morgan Private Wealth Advisors’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$334K	Sell	11,692 -1,910	-14%	-$57.4K	﹤0.01%	1422
2023 Q2	$416K	Sell	13,602 -1,800	-12%	-$55.4K	﹤0.01%	1108
2023 Q1	$464K	Sell	15,402 -350	-2%	-$10.2K	﹤0.01%	1507
2022 Q4	$430K	Sell	15,752 -5,190	-25%	-$135K	﹤0.01%	1527
2022 Q3	$484K	Sell	20,942 -1,780	-8%	-$46.2K	﹤0.01%	1473
2022 Q2	$597K	Sell	22,722 -4,840	-18%	-$140K	﹤0.01%	1386
2022 Q1	$862K	Hold	27,562	–	–	﹤0.01%	1285
2021 Q4	$949K	Sell	27,562 -1,000	-4%	-$33.3K	﹤0.01%	1267
2021 Q3	$918K	Hold	28,562	–	–	﹤0.01%	1255
2021 Q2	$962K	Sell	28,562 -280	-1%	-$9.39K	﹤0.01%	1217
2021 Q1	$902K	Sell	28,842 -150	-0.5%	-$4.66K	﹤0.01%	1087
2020 Q4	$881K	Sell	28,992 -200	-0.7%	-$5.77K	﹤0.01%	1050
2020 Q3	$807K	Buy	29,192 +2,190	+8%	+$59.9K	﹤0.01%	969
2020 Q2	$695K	Sell	27,002 -23,513	-47%	-$565K	﹤0.01%	942
2020 Q1	$1.1M	Sell	50,515 -80	-0.2%	-$2.05K	0.01%	680
2019 Q4	$1.41M	Buy	+50,595	New	+$1.33M	0.01%	687
2019 Q3	–	Sell	-9,550	Closed	-$247K	–	1445
2019 Q2	$247K	Hold	9,550	–	–	﹤0.01%	1223
2019 Q1	$239K	Hold	9,550	–	–	﹤0.01%	1311
2018 Q4	$213K	Sell	9,550 -2,620	-22%	-$61.5K	﹤0.01%	1317
2018 Q3	$313K	Hold	12,170	–	–	﹤0.01%	1272
2018 Q2	$311K	Buy	12,170 +150	+1%	+$3.98K	﹤0.01%	1194
2018 Q1	$318K	Buy	12,020 +150	+1%	+$4.04K	﹤0.01%	1023
2017 Q4	$320K	Buy	11,870 +2,750	+30%	+$73.1K	﹤0.01%	1032
2017 Q3	$242K	Buy	+9,120	New	+$235K	﹤0.01%	1093

Other funds holding EUDG

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

OMC

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

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

JP Morgan Private Wealth Advisors reduced its WisdomTree Europe Quality Dividend Growth Fund (EUDG) stake by 14% in Q3 2023, selling an estimated $57.4K and leaving 11,692 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

JP Morgan Private Wealth Advisors first reported a position in EUDG in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.41M in Q4 2019. 38 funds tracked by Wall St. Rank hold EUDG as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,692 shares of WisdomTree Europe Quality Dividend Growth Fund worth $334K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,910 WisdomTree Europe Quality Dividend Growth Fund shares in Q3 2023, an estimated $57.4K.
WisdomTree Europe Quality Dividend Growth Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1422 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q3 2017 and has held it in 24 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree Europe Quality Dividend Growth Fund position peaked at $1.41M in Q4 2019.
38 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q3 2023.

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