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

Allworth 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
2023 Q1	–	Sell	-99	Closed	-$4.62K	–	3222
2022 Q4	$4.62K	Sell	99 -102	-51%	-$4.61K	﹤0.01%	1922
2022 Q3	$8K	Buy	201 +3	+2%	+$137	﹤0.01%	1736
2022 Q2	$9K	Buy	198 +2	+1%	+$98	﹤0.01%	1594
2022 Q1	$10K	Buy	+196	New	+$9.89K	﹤0.01%	1478

Other funds holding DEW

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

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

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

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

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

RJFSA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

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

Allworth Financial's DEW Position: Q1 2023 in Review

Allworth Financial sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2023, closing a stake of 99 shares — an estimated $4.62K sold.

Allworth Financial first reported a position in DEW in Q1 2022 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 34 funds tracked by Wall St. Rank hold DEW as of Q1 2023.

Allworth Financial reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 99 WisdomTree Global High Dividend Fund shares in Q1 2023, an estimated $4.62K.
Allworth Financial first reported a position in WisdomTree Global High Dividend Fund in Q1 2022 and held it in 4 quarters.
Allworth Financial's WisdomTree Global High Dividend Fund position peaked at $10K in Q1 2022.
34 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.