JP Morgan Private Wealth Advisors’s WisdomTree US Value Fund WTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$245K	Buy	3,971 +16	+0.4%	+$1.02K	﹤0.01%	1562
2023 Q2	$247K	Buy	3,955 +19	+0.5%	+$1.12K	﹤0.01%	1319
2023 Q1	$231K	Buy	3,936 +13	+0.3%	+$782	﹤0.01%	1776
2022 Q4	$224K	Buy	+3,923	New	+$223K	﹤0.01%	1773
2022 Q3	–	Sell	-3,877	Closed	-$205K	–	1988
2022 Q2	$205K	Buy	+3,877	New	+$226K	﹤0.01%	1815

Other funds holding WTV

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

RJFSA

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors increased its WisdomTree US Value Fund (WTV) stake by 0.4% in Q3 2023, buying an estimated $1.02K and bringing the position to 3,971 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

JP Morgan Private Wealth Advisors first reported a position in WTV in Q2 2022 and has held it in 5 quarters since. The position peaked at $247K in Q2 2023. 45 funds tracked by Wall St. Rank hold WTV as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,971 shares of WisdomTree US Value Fund worth $245K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 16 WisdomTree US Value Fund shares in Q3 2023, an estimated $1.02K.
WisdomTree US Value Fund made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1562 holding.
JP Morgan Private Wealth Advisors first reported a position in WisdomTree US Value Fund in Q2 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's WisdomTree US Value Fund position peaked at $247K in Q2 2023.
45 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q3 2023.

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