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

Financial Perspectives’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
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	+$296K	0.14%	97

Other funds holding DEW

Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Perspectives's DEW Position: Q2 2024 in Review

Financial Perspectives sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2024, closing a stake of 6,111 shares — an estimated $311K sold.

Financial Perspectives first reported a position in DEW in Q3 2021 and held it in 11 quarters. The position peaked at $312K in Q1 2022. 35 funds tracked by Wall St. Rank hold DEW as of Q2 2024.

Financial Perspectives reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2024 after selling out during the quarter.
Financial Perspectives sold 6,111 WisdomTree Global High Dividend Fund shares in Q2 2024, an estimated $311K.
Financial Perspectives first reported a position in WisdomTree Global High Dividend Fund in Q3 2021 and held it in 11 quarters.
Financial Perspectives's WisdomTree Global High Dividend Fund position peaked at $312K in Q1 2022.
35 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2024.

Based on Financial Perspectives's 13F filing for Q2 2024, filed 9 Aug 2024.