Advisor Group’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Advisor Group’s Portfolio DEW Stock Details DEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-124	Closed	-$6K	–	5294
2019 Q2	$6K	Sell	124 -127	-51%	-$5.86K	﹤0.01%	4594
2019 Q1	$12K	Buy	251 +1	+0.4%	+$45	﹤0.01%	4263
2018 Q4	$10K	Hold	250	–	–	﹤0.01%	4189
2018 Q3	$12K	Hold	250	–	–	﹤0.01%	4175
2018 Q2	$11K	Hold	250	–	–	﹤0.01%	4033
2018 Q1	$12K	Hold	250	–	–	﹤0.01%	3970
2017 Q4	$12K	Hold	250	–	–	﹤0.01%	3980
2017 Q3	$12K	Hold	250	–	–	﹤0.01%	3856
2017 Q2	$11K	Buy	250 +24	+11%	+$1.08K	﹤0.01%	3857
2017 Q1	$10K	Sell	226 -225	-50%	-$10K	﹤0.01%	3773
2016 Q4	$20K	Hold	451	–	–	﹤0.01%	3218
2016 Q3	$20K	Hold	451	–	–	﹤0.01%	3138
2016 Q2	$18K	Buy	+451	New	+$18.5K	﹤0.01%	3127

Other funds holding DEW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $739M AUM 19.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's DEW Position: Q3 2019 in Review

Advisor Group sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2019, closing a stake of 124 shares — an estimated $6K sold.

Advisor Group first reported a position in DEW in Q2 2016 and held it in 13 quarters. The position peaked at $20K in Q4 2016. 34 funds tracked by Wall St. Rank hold DEW as of Q3 2019.

Advisor Group reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Advisor Group sold 124 WisdomTree Global High Dividend Fund shares in Q3 2019, an estimated $6K.
Advisor Group first reported a position in WisdomTree Global High Dividend Fund in Q2 2016 and held it in 13 quarters.
Advisor Group's WisdomTree Global High Dividend Fund position peaked at $20K in Q4 2016.
34 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.