Concert Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-3,635	Closed	-$154K	–	544
2016 Q3	$154K	Buy	+3,635	New	+$155K	0.02%	694
2015 Q4	–	Sell	-5,369	Closed	-$205K	–	696
2015 Q3	$205K	Sell	5,369 -1,549	-22%	-$64.1K	0.03%	606
2015 Q2	$297K	Buy	+6,918	New	+$317K	0.04%	497
2015 Q1	–	Sell	-7,508	Closed	-$325K	–	515
2014 Q4	$325K	Sell	7,508 -660	-8%	-$29.9K	0.05%	431
2014 Q3	$380K	Sell	8,168 -98	-1%	-$4.78K	0.05%	332
2014 Q2	$382K	Buy	8,266 +221	+3%	+$10.8K	0.05%	354
2014 Q1	$379K	Buy	8,045 +2	+0%	+$93	0.05%	345
2013 Q4	$383K	Hold	8,043	–	–	0.05%	323
2013 Q3	$364K	Sell	8,043 -1,098	-12%	-$48.8K	0.05%	325
2013 Q2	$380K	Buy	+9,141	New	+$408K	0.06%	280

Other funds holding DEW

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Concert Wealth Management's DEW Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q4 2016, closing a stake of 3,635 shares — an estimated $154K sold.

Concert Wealth Management first reported a position in DEW in Q2 2013 and held it in 10 quarters. The position peaked at $383K in Q4 2013. 31 funds tracked by Wall St. Rank hold DEW as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree Global High Dividend Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 3,635 WisdomTree Global High Dividend Fund shares in Q4 2016, an estimated $154K.
Concert Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and held it in 10 quarters.
Concert Wealth Management's WisdomTree Global High Dividend Fund position peaked at $383K in Q4 2013.
31 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.