IFP Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-265
| Closed | -$12.9K | – | 3148 |
|
|
2023
Q4 | $12.9K | Hold |
265
| – | – | ﹤0.01% | 2088 |
|
|
2023
Q3 | $12K | Hold |
265
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q2 | $12.3K | Hold |
265
| – | – | ﹤0.01% | 2219 |
|
|
2023
Q1 | $13.3K | Hold |
265
| – | – | ﹤0.01% | 2186 |
|
|
2022
Q4 | $13K | Hold |
265
| – | – | ﹤0.01% | 3198 |
|
|
2022
Q3 | $13K | Hold |
265
| – | – | ﹤0.01% | 3436 |
|
|
2022
Q2 | $13K | Hold |
265
| – | – | ﹤0.01% | 3182 |
|
|
2022
Q1 | $13K | Hold |
265
| – | – | ﹤0.01% | 3182 |
|
|
2021
Q4 | $13K | Hold |
265
| – | – | ﹤0.01% | 2115 |
|
|
2021
Q3 | $12K | Hold |
265
| – | – | ﹤0.01% | 2193 |
|
|
2021
Q2 | $13K | Hold |
265
| – | – | ﹤0.01% | 2112 |
|
|
2021
Q1 | $12K | Hold |
265
| – | – | ﹤0.01% | 2053 |
|
|
2020
Q4 | $11K | Sell |
265
-1,050
| -80% | -$42.6K | ﹤0.01% | 2027 |
|
|
2020
Q3 | $50K | Sell |
1,315
-12
| -0.9% | -$472 | ﹤0.01% | 1291 |
|
|
2020
Q2 | $50K | Hold |
1,327
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q1 | $46K | Buy |
1,327
+12
| +0.9% | +$521 | ﹤0.01% | 1156 |
|
|
2019
Q4 | $64K | Hold |
1,315
| – | – | ﹤0.01% | 1156 |
|
|
2019
Q3 | $60K | Buy |
+1,315
| New | +$60.2K | ﹤0.01% | 1283 |
|
|
2019
Q1 | $1K | Sell |
26
-1,574
| -98% | -$70.8K | ﹤0.01% | 2195 |
|
|
2018
Q4 | $67K | Sell |
1,600
-734
| -31% | -$32.6K | ﹤0.01% | 1421 |
|
|
2018
Q3 | $109K | Buy |
2,334
+1,050
| +82% | +$49K | ﹤0.01% | 1424 |
|
|
2018
Q2 | $59K | Sell |
1,284
-283
| -18% | -$13.2K | ﹤0.01% | 1814 |
|
|
2018
Q1 | $76K | Hold |
1,567
| – | – | ﹤0.01% | 1544 |
|
|
2017
Q4 | $76K | Buy |
1,567
+104
| +7% | +$4.95K | ﹤0.01% | 1556 |
|
|
2017
Q3 | $69K | Sell |
1,463
-20,767
| -93% | -$960K | ﹤0.01% | 1793 |
|
|
2017
Q2 | $1.01M | Buy |
22,230
+513
| +2% | +$23.2K | 0.04% | 431 |
|
|
2017
Q1 | $976K | Sell |
21,717
-620
| -3% | -$27.6K | 0.04% | 435 |
|
|
2016
Q4 | $971K | Buy |
22,337
+1,533
| +7% | +$65.1K | 0.05% | 392 |
|
|
2016
Q3 | $891K | Buy |
20,804
+2,174
| +12% | +$92.8K | 0.05% | 389 |
|
|
2016
Q2 | $776K | Buy |
18,630
+18,604
| +71,554% | +$765K | 0.04% | 414 |
|
|
2016
Q1 | $1K | Sell |
26
-13,510
| -100% | -$517K | ﹤0.01% | 2189 |
|
|
2015
Q4 | $533K | Buy |
+13,536
| New | +$546K | 0.04% | 482 |
|
Other funds holding DEW
JGCM
IFP Advisors's DEW Position: Q1 2024 in Review
IFP Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2024, closing a stake of 265 shares — an estimated $12.9K sold.
IFP Advisors first reported a position in DEW in Q4 2015 and held it in 32 quarters. The position peaked at $1.01M in Q2 2017. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2024.
- IFP Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2024 after selling out during the quarter.
- IFP Advisors sold 265 WisdomTree Global High Dividend Fund shares in Q1 2024, an estimated $12.9K.
- IFP Advisors first reported a position in WisdomTree Global High Dividend Fund in Q4 2015 and held it in 32 quarters.
- IFP Advisors's WisdomTree Global High Dividend Fund position peaked at $1.01M in Q2 2017.
- 41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2024.
Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.