Advisornet Financial’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Advisornet Financial’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
2020 Q2	–	Sell	-1,920	Closed	-$66K	–	1798
2020 Q1	$66K	Sell	1,920 -1,840	-49%	-$79.9K	0.01%	715
2019 Q4	$182K	Buy	3,760 +2,143	+133%	+$101K	0.02%	523
2019 Q3	$74K	Sell	1,617 -927	-36%	-$42.4K	0.01%	768
2019 Q2	$118K	Sell	2,544 -922	-27%	-$42.6K	0.01%	561
2019 Q1	$160K	Sell	3,466 -376	-10%	-$16.9K	0.02%	458
2018 Q4	$160K	Sell	3,842 -1,689	-31%	-$75.1K	0.02%	426
2018 Q3	$257K	Sell	5,531 -129	-2%	-$6.02K	0.03%	379
2018 Q2	$259K	Sell	5,660 -216	-4%	-$10.1K	0.04%	345
2018 Q1	$273K	Sell	5,876 -67	-1%	-$3.23K	0.04%	338
2017 Q4	$288K	Buy	+5,943	New	+$283K	0.04%	288

Other funds holding DEW

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

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advisornet Financial's DEW Position: Q2 2020 in Review

Advisornet Financial sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2020, closing a stake of 1,920 shares — an estimated $66K sold.

Advisornet Financial first reported a position in DEW in Q4 2017 and held it in 10 quarters. The position peaked at $288K in Q4 2017. 32 funds tracked by Wall St. Rank hold DEW as of Q2 2020.

Advisornet Financial reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 1,920 WisdomTree Global High Dividend Fund shares in Q2 2020, an estimated $66K.
Advisornet Financial first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and held it in 10 quarters.
Advisornet Financial's WisdomTree Global High Dividend Fund position peaked at $288K in Q4 2017.
32 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.