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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$254K	Sell	7,922 -100	-1%	-$3.38K	﹤0.01%	1548
2023 Q2	$276K	Buy	+8,022	New	+$276K	﹤0.01%	1270
2022 Q2	–	Sell	-6,990	Closed	-$255K	–	1968
2022 Q1	$255K	Sell	6,990 -1,854	-21%	-$68.6K	﹤0.01%	1820
2021 Q4	$353K	Buy	8,844 +1,504	+20%	+$58.8K	﹤0.01%	1682
2021 Q3	$280K	Hold	7,340	–	–	﹤0.01%	1721
2021 Q2	$292K	Hold	7,340	–	–	﹤0.01%	1684
2021 Q1	$272K	Sell	7,340 -770	-9%	-$28.8K	﹤0.01%	1573
2020 Q4	$296K	Sell	8,110 -630	-7%	-$21.6K	﹤0.01%	1500
2020 Q3	$285K	Buy	8,740 +850	+11%	+$27.2K	﹤0.01%	1384
2020 Q2	$238K	Buy	+7,890	New	+$224K	﹤0.01%	1398

Other funds holding IQDG

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

JSW

Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 1.2% in Q3 2023, selling an estimated $3.38K and leaving 7,922 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

JP Morgan Private Wealth Advisors first reported a position in IQDG in Q2 2020 and has held it in 10 quarters since. The position peaked at $353K in Q4 2021. 93 funds tracked by Wall St. Rank hold IQDG as of Q3 2023.

JP Morgan Private Wealth Advisors held 7,922 shares of WisdomTree International Quality Dividend Growth Fund worth $254K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 100 WisdomTree International Quality Dividend Growth Fund shares in Q3 2023, an estimated $3.38K.
WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1548 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree International Quality Dividend Growth Fund in Q2 2020 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree International Quality Dividend Growth Fund position peaked at $353K in Q4 2021.
93 funds tracked by Wall St. Rank held WisdomTree International 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.