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

Centaurus 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
2018 Q1	–	Sell	-5,141	Closed	-$249K	–	465
2017 Q4	$249K	Buy	+5,141	New	+$245K	0.06%	266

Other funds holding DEW

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 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

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

Centaurus Financial's DEW Position: Q1 2018 in Review

Centaurus Financial sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2018, closing a stake of 5,141 shares — an estimated $249K sold.

Centaurus Financial first reported a position in DEW in Q4 2017 and held it in 1 quarter. The position peaked at $249K in Q4 2017. 37 funds tracked by Wall St. Rank hold DEW as of Q1 2018.

Centaurus Financial reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2018 after selling out during the quarter.
Centaurus Financial sold 5,141 WisdomTree Global High Dividend Fund shares in Q1 2018, an estimated $249K.
Centaurus Financial first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and held it in 1 quarter.
Centaurus Financial's WisdomTree Global High Dividend Fund position peaked at $249K in Q4 2017.
37 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2018.

Based on Centaurus Financial's 13F filing for Q1 2018, filed 7 May 2018.