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

Institute for 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
2020
Q1 		– Sell
-1,737
Closed -$84K – 428
2019
Q4 		$84K Buy
+1,737
New +$82K 0.02% 485

Other funds holding DEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Institute for Wealth Management's DEW Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2020, closing a stake of 1,737 shares — an estimated $84K sold.

Institute for Wealth Management first reported a position in DEW in Q4 2019 and held it in 1 quarter. The position peaked at $84K in Q4 2019. 39 funds tracked by Wall St. Rank hold DEW as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,737 WisdomTree Global High Dividend Fund shares in Q1 2020, an estimated $84K.
  • Institute for Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Global High Dividend Fund position peaked at $84K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.