Creative Planning’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-755
| Closed | -$34K | – | 2264 |
|
|
2017
Q2 | $34K | Hold |
755
| – | – | ﹤0.01% | 2785 |
|
|
2017
Q1 | $34K | Hold |
755
| – | – | ﹤0.01% | 2717 |
|
|
2016
Q4 | $33K | Hold |
755
| – | – | ﹤0.01% | 2692 |
|
|
2016
Q3 | $32K | Hold |
755
| – | – | ﹤0.01% | 2662 |
|
|
2016
Q2 | $31K | Hold |
755
| – | – | ﹤0.01% | 2442 |
|
|
2016
Q1 | $31K | Hold |
755
| – | – | ﹤0.01% | 2412 |
|
|
2015
Q4 | $30K | Hold |
755
| – | – | ﹤0.01% | 2494 |
|
|
2015
Q3 | $29K | Buy |
+755
| New | +$29K | ﹤0.01% | 2426 |
|
|
2015
Q2 | – | Sell |
-755
| Closed | -$33K | – | 1474 |
|
|
2015
Q1 | $33K | Hold |
755
| – | – | ﹤0.01% | 2282 |
|
|
2014
Q4 | $33K | Hold |
755
| – | – | ﹤0.01% | 2255 |
|
|
2014
Q3 | $35K | Hold |
755
| – | – | ﹤0.01% | 2140 |
|
|
2014
Q2 | $37K | Hold |
755
| – | – | ﹤0.01% | 2054 |
|
|
2014
Q1 | $36K | Hold |
755
| – | – | ﹤0.01% | 1988 |
|
|
2013
Q4 | $36K | Hold |
755
| – | – | ﹤0.01% | 1809 |
|
|
2013
Q3 | $35K | Hold |
755
| – | – | ﹤0.01% | 1737 |
|
|
2013
Q2 | $32K | Buy |
+755
| New | +$32K | ﹤0.01% | 1639 |
|