American Portfolios Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

American Portfolios Advisors’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
2022 Q3	$37.1K	Buy	903 +55	+6%	+$2.51K	﹤0.01%	1874
2022 Q2	$39K	Hold	848	–	–	﹤0.01%	1896
2022 Q1	$43.3K	Buy	848 +685	+420%	+$34.6K	﹤0.01%	1955
2021 Q4	$8.15K	Buy	163 +100	+159%	+$4.85K	﹤0.01%	2704
2021 Q3	$2.95K	Hold	63	–	–	﹤0.01%	3050
2021 Q2	$3.04K	Sell	63 -4,543	-99%	-$221K	﹤0.01%	3020
2021 Q1	$216K	Sell	4,606 -287	-6%	-$12.9K	0.01%	989
2020 Q4	$209K	Buy	4,893 +4,830	+7,667%	+$196K	0.01%	867
2020 Q3	$2.38K	Hold	63	–	–	﹤0.01%	2543
2020 Q2	$2.42K	Hold	63	–	–	﹤0.01%	2483
2020 Q1	$2.15K	Hold	63	–	–	﹤0.01%	2373
2019 Q4	$3.05K	Sell	63 -85	-57%	-$4.01K	﹤0.01%	2453
2019 Q3	$6.81K	Hold	148	–	–	﹤0.01%	2072
2019 Q2	$6.86K	Hold	148	–	–	﹤0.01%	2048
2019 Q1	$6.82K	Hold	148	–	–	﹤0.01%	1971
2018 Q4	$6.18K	Buy	148 +63	+74%	+$2.8K	﹤0.01%	1798
2018 Q3	$3.96K	Hold	85	–	–	﹤0.01%	2074
2018 Q2	$3.9K	Hold	85	–	–	﹤0.01%	2057
2018 Q1	$3.96K	Hold	85	–	–	﹤0.01%	1954
2017 Q4	$4.12K	Buy	+85	New	+$4.05K	﹤0.01%	1902

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

LWP

Legacy Wealth Planning Reno, Nevada $60.4M AUM 16.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 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

American Portfolios Advisors's DEW Position: Q3 2022 in Review

American Portfolios Advisors increased its WisdomTree Global High Dividend Fund (DEW) stake by 6.5% in Q3 2022, buying an estimated $2.51K and bringing the position to 903 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

American Portfolios Advisors first reported a position in DEW in Q4 2017 and has held it in 20 quarters since. The position peaked at $216K in Q1 2021. 29 funds tracked by Wall St. Rank hold DEW as of Q3 2022.

American Portfolios Advisors held 903 shares of WisdomTree Global High Dividend Fund worth $37.1K as of Q3 2022.
American Portfolios Advisors bought 55 WisdomTree Global High Dividend Fund shares in Q3 2022, an estimated $2.51K.
WisdomTree Global High Dividend Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1874 holding.
American Portfolios Advisors first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree Global High Dividend Fund position peaked at $216K in Q1 2021.
29 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.