Benjamin F. Edwards & Company’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$14K	Hold	287	–	–	﹤0.01%	1627
2024 Q1	$15K	Hold	287	–	–	﹤0.01%	1599
2023 Q4	$14K	Hold	287	–	–	﹤0.01%	1571
2023 Q3	$13K	Hold	287	–	–	﹤0.01%	1332
2023 Q2	$13K	Hold	287	–	–	﹤0.01%	1362
2023 Q1	$13K	Hold	287	–	–	﹤0.01%	1355
2022 Q4	$13K	Hold	287	–	–	﹤0.01%	1368
2022 Q3	$12K	Hold	287	–	–	﹤0.01%	1351
2022 Q2	$13K	Hold	287	–	–	﹤0.01%	1315
2022 Q1	$15K	Hold	287	–	–	﹤0.01%	1280
2021 Q4	$14K	Hold	287	–	–	﹤0.01%	1308
2021 Q3	$13K	Hold	287	–	–	﹤0.01%	1326
2021 Q2	$14K	Hold	287	–	–	﹤0.01%	1302
2021 Q1	$13K	Hold	287	–	–	﹤0.01%	1294
2020 Q4	$12K	Sell	287 -24	-8%	-$973	﹤0.01%	1242
2020 Q3	$12K	Sell	311 -227	-42%	-$8.93K	﹤0.01%	1225
2020 Q2	$21K	Hold	538	–	–	﹤0.01%	1100
2020 Q1	$18K	Sell	538 -32	-6%	-$1.39K	﹤0.01%	1102
2019 Q4	$28K	Hold	570	–	–	﹤0.01%	1123
2019 Q3	$26K	Hold	570	–	–	﹤0.01%	1110
2019 Q2	$26K	Hold	570	–	–	﹤0.01%	1114
2019 Q1	$26K	Buy	570 +32	+6%	+$1.44K	﹤0.01%	1062
2018 Q4	$22K	Buy	+538	New	+$23.9K	﹤0.01%	1065

Other funds holding DEW

JGCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Benjamin F. Edwards & Company's DEW Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its WisdomTree Global High Dividend Fund (DEW) position steady in Q2 2024 at 287 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Benjamin F. Edwards & Company first reported a position in DEW in Q4 2018 and has held it in 23 quarters since. The position peaked at $28K in Q4 2019. 35 funds tracked by Wall St. Rank hold DEW as of Q2 2024.

Benjamin F. Edwards & Company held 287 shares of WisdomTree Global High Dividend Fund worth $14K as of Q2 2024.
Benjamin F. Edwards & Company left its WisdomTree Global High Dividend Fund share count unchanged in Q2 2024.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1627 holding.
Benjamin F. Edwards & Company first reported a position in WisdomTree Global High Dividend Fund in Q4 2018 and has held it in 23 quarters since.
Benjamin F. Edwards & Company's WisdomTree Global High Dividend Fund position peaked at $28K in Q4 2019.
35 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.