HCR Wealth Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-35	Closed	-$1K	–	190
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	266
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	239
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	244
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	236
2019 Q4	$2K	Buy	+35	New	+$1.65K	﹤0.01%	227

Other funds holding DEW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HCR Wealth Advisors's DEW Position: Q1 2021 in Review

HCR Wealth Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2021, closing a stake of 35 shares — an estimated $1K sold.

HCR Wealth Advisors first reported a position in DEW in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2019. 30 funds tracked by Wall St. Rank hold DEW as of Q1 2021.

HCR Wealth Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 35 WisdomTree Global High Dividend Fund shares in Q1 2021, an estimated $1K.
HCR Wealth Advisors first reported a position in WisdomTree Global High Dividend Fund in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's WisdomTree Global High Dividend Fund position peaked at $2K in Q4 2019.
30 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.