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

IHT 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
2018 Q2	–	Sell	-271	Closed	-$12K	–	635
2018 Q1	$12K	Hold	271	–	–	﹤0.01%	1119
2017 Q4	$13K	Hold	271	–	–	﹤0.01%	1107
2017 Q3	$13K	Hold	271	–	–	0.01%	884
2017 Q2	$93	Hold	271	–	–	0.05%	354
2017 Q1	$12K	Hold	271	–	–	0.01%	778
2016 Q4	$12K	Buy	+271	New	+$11.5K	0.01%	755

Other funds holding DEW

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's DEW Position: Q2 2018 in Review

IHT Wealth Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2018, closing a stake of 271 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in DEW in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 33 funds tracked by Wall St. Rank hold DEW as of Q2 2018.

IHT Wealth Management reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 271 WisdomTree Global High Dividend Fund shares in Q2 2018, an estimated $12K.
IHT Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's WisdomTree Global High Dividend Fund position peaked at $13K in Q4 2017.
33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.