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

Cordasco Financial Network’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
2019 Q3	–	Sell	-60	Closed	-$3K	–	479
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	399
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	397
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	332
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	314
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	327
2018 Q1	$3K	Hold	60	–	–	﹤0.01%	230
2017 Q4	$3K	Buy	+60	New	+$2.86K	﹤0.01%	216

Other funds holding DEW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

SFG

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

CCM

Canal Capital Management Richmond, Virginia $739M AUM 19.12% 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

Cordasco Financial Network's DEW Position: Q3 2019 in Review

Cordasco Financial Network sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2019, closing a stake of 60 shares — an estimated $3K sold.

Cordasco Financial Network first reported a position in DEW in Q4 2017 and held it in 7 quarters. The position peaked at $3K in Q2 2019. 34 funds tracked by Wall St. Rank hold DEW as of Q3 2019.

Cordasco Financial Network reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Cordasco Financial Network sold 60 WisdomTree Global High Dividend Fund shares in Q3 2019, an estimated $3K.
Cordasco Financial Network first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and held it in 7 quarters.
Cordasco Financial Network's WisdomTree Global High Dividend Fund position peaked at $3K in Q2 2019.
34 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2019.

Based on Cordasco Financial Network's 13F filing for Q3 2019, filed 17 Oct 2019.