ICA Group Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

ICA Group Wealth Management’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	-283	Closed	-$14.4K	–	890
2024 Q1	$14.4K	Sell	283 -153	-35%	-$7.47K	﹤0.01%	822
2023 Q4	$21.3K	Buy	+436	New	+$20.1K	﹤0.01%	708
2023 Q3	–	Sell	-426	Closed	-$19.8K	–	446
2023 Q2	$19.8K	Buy	426 +7	+2%	+$327	0.01%	693
2023 Q1	$19.6K	Buy	+419	New	+$20K	﹤0.01%	668

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

ICA Group Wealth Management's DEW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2024, closing a stake of 283 shares — an estimated $14.4K sold.

ICA Group Wealth Management first reported a position in DEW in Q1 2023 and held it in 4 quarters. The position peaked at $21.3K in Q4 2023. 35 funds tracked by Wall St. Rank hold DEW as of Q2 2024.

ICA Group Wealth Management reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 283 WisdomTree Global High Dividend Fund shares in Q2 2024, an estimated $14.4K.
ICA Group Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's WisdomTree Global High Dividend Fund position peaked at $21.3K in Q4 2023.
35 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.