JP Morgan Private Wealth Advisors’s WisdomTree International Hedged Quality Dividend Growth Fund IHDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.61M	Sell	67,317 -44,460	-40%	-$1.76M	0.01%	661
2023 Q2	$4.49M	Sell	111,777 -293,633	-72%	-$11.8M	0.02%	360
2023 Q1	$16M	Buy	405,410 +55,392	+16%	+$2.11M	0.03%	342
2022 Q4	$12.5M	Buy	350,018 +277,196	+381%	+$10.5M	0.03%	385
2022 Q3	$2.61M	Sell	72,822 -7,506	-9%	-$291K	0.01%	753
2022 Q2	$3.01M	Sell	80,328 -8,680	-10%	-$353K	0.01%	712
2022 Q1	$3.82M	Buy	+89,008	New	+$3.82M	0.01%	690
2018 Q1	–	Sell	-22,715	Closed	-$720K	–	1338
2017 Q4	$720K	Hold	22,715	–	–	﹤0.01%	750
2017 Q3	$696K	Hold	22,715	–	–	0.01%	733
2017 Q2	$672K	Sell	22,715 -2,050	-8%	-$60.9K	0.01%	730
2017 Q1	$704K	Buy	24,765 +2,550	+11%	+$70.1K	0.01%	742
2016 Q4	$585K	Hold	22,215	–	–	0.01%	750
2016 Q3	$586K	Sell	22,215 -938	-4%	-$24.7K	0.01%	734
2016 Q2	$594K	Buy	23,153 +938	+4%	+$24.2K	0.01%	733
2016 Q1	$570K	Hold	22,215	–	–	0.01%	705
2015 Q4	$587K	Hold	22,215	–	–	0.01%	641
2015 Q3	$553K	Buy	+22,215	New	+$581K	0.01%	584
2015 Q2	–	Sell	-22,215	Closed	-$600K	–	1095
2015 Q1	$600K	Buy	+22,215	New	+$577K	0.01%	663

Other funds holding IHDG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) stake by 40% in Q3 2023, selling an estimated $1.76M and leaving 67,317 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #661.

JP Morgan Private Wealth Advisors first reported a position in IHDG in Q1 2015 and has held it in 18 quarters since. The position peaked at $16M in Q1 2023. 203 funds tracked by Wall St. Rank hold IHDG as of Q3 2023.

JP Morgan Private Wealth Advisors held 67,317 shares of WisdomTree International Hedged Quality Dividend Growth Fund worth $2.61M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 44,460 WisdomTree International Hedged Quality Dividend Growth Fund shares in Q3 2023, an estimated $1.76M.
WisdomTree International Hedged Quality Dividend Growth Fund made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #661 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree International Hedged Quality Dividend Growth Fund in Q1 2015 and has held it in 18 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree International Hedged Quality Dividend Growth Fund position peaked at $16M in Q1 2023.
203 funds tracked by Wall St. Rank held WisdomTree International Hedged 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.