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

Cahill Financial 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
2021
Q4 		– Sell
-129
Closed -$6K – 352
2021
Q3 		$6K Buy
+129
New +$6.25K ﹤0.01% 631

Other funds holding DEW

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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cahill Financial Advisors's DEW Position: Q4 2021 in Review

Cahill Financial Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q4 2021, closing a stake of 129 shares — an estimated $6K sold.

Cahill Financial Advisors first reported a position in DEW in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 31 funds tracked by Wall St. Rank hold DEW as of Q4 2021.

  • Cahill Financial Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 129 WisdomTree Global High Dividend Fund shares in Q4 2021, an estimated $6K.
  • Cahill Financial Advisors first reported a position in WisdomTree Global High Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's WisdomTree Global High Dividend Fund position peaked at $6K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.