Financial Perspectives’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,111
| Closed | -$311K | – | 683 |
|
2024
Q1 | $311K | Hold |
6,111
| – | – | 0.12% | 108 |
|
2023
Q4 | $298K | Hold |
6,111
| – | – | 0.12% | 107 |
|
2023
Q3 | $277K | Hold |
6,111
| – | – | 0.13% | 95 |
|
2023
Q2 | $284K | Hold |
6,111
| – | – | 0.13% | 100 |
|
2023
Q1 | $286K | Hold |
6,111
| – | – | 0.14% | 95 |
|
2022
Q4 | $286K | Hold |
6,111
| – | – | 0.15% | 92 |
|
2022
Q3 | $251K | Hold |
6,111
| – | – | 0.14% | 96 |
|
2022
Q2 | $281K | Hold |
6,111
| – | – | 0.16% | 87 |
|
2022
Q1 | $312K | Hold |
6,111
| – | – | 0.15% | 92 |
|
2021
Q4 | $306K | Hold |
6,111
| – | – | 0.14% | 95 |
|
2021
Q3 | $286K | Buy |
+6,111
| New | +$286K | 0.14% | 97 |
|