Harbour Investments’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Harbour Investments’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	-2	Closed	-$102	–	3310
2024 Q1	$102	Hold	2	–	–	﹤0.01%	3148
2023 Q4	$98	Hold	2	–	–	﹤0.01%	3050
2023 Q3	$91	Hold	2	–	–	﹤0.01%	2931
2023 Q2	$93	Hold	2	–	–	﹤0.01%	2951
2023 Q1	$94	Hold	2	–	–	﹤0.01%	2924
2022 Q4	$94	Hold	2	–	–	﹤0.01%	2925
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2745
2022 Q2	$0	Buy	+2	New	+$98	﹤0.01%	2745
2021 Q4	$0	Sell	2 -9	-82%	-$437	﹤0.01%	2874
2021 Q3	$1K	Sell	11 -112	-91%	-$5.43K	﹤0.01%	3474
2021 Q2	$6K	Sell	123 -1,377	-92%	-$67.1K	﹤0.01%	2963
2021 Q1	$70K	Buy	+1,500	New	+$67.4K	﹤0.01%	1487

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 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

RJFSA

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

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harbour Investments's DEW Position: Q2 2024 in Review

Harbour Investments sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2024, closing a stake of 2 shares — an estimated $102 sold.

Harbour Investments first reported a position in DEW in Q1 2021 and held it in 12 quarters. The position peaked at $70K in Q1 2021. 35 funds tracked by Wall St. Rank hold DEW as of Q2 2024.

Harbour Investments reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2024 after selling out during the quarter.
Harbour Investments sold 2 WisdomTree Global High Dividend Fund shares in Q2 2024, an estimated $102.
Harbour Investments first reported a position in WisdomTree Global High Dividend Fund in Q1 2021 and held it in 12 quarters.
Harbour Investments's WisdomTree Global High Dividend Fund position peaked at $70K in Q1 2021.
35 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2024.

Based on Harbour Investments's 13F filing for Q2 2024, filed 26 Jul 2024.