Jefferies Financial Group’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Jefferies Financial Group’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 Q1	–	Sell	-5,798	Closed	-$283K	–	1693
2023 Q4	$283K	Sell	5,798 -80	-1%	-$3.68K	﹤0.01%	1380
2023 Q3	$267K	Buy	5,878 +784	+15%	+$36.8K	﹤0.01%	1259
2023 Q2	$237K	Buy	+5,094	New	+$238K	﹤0.01%	1381
2023 Q1	–	Sell	-4,812	Closed	-$225K	–	1702
2022 Q4	$225K	Buy	+4,812	New	+$218K	﹤0.01%	1272

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Jefferies Financial Group's DEW Position: Q1 2024 in Review

Jefferies Financial Group sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2024, closing a stake of 5,798 shares — an estimated $283K sold.

Jefferies Financial Group first reported a position in DEW in Q4 2022 and held it in 4 quarters. The position peaked at $283K in Q4 2023. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2024.

Jefferies Financial Group reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Jefferies Financial Group sold 5,798 WisdomTree Global High Dividend Fund shares in Q1 2024, an estimated $283K.
Jefferies Financial Group first reported a position in WisdomTree Global High Dividend Fund in Q4 2022 and held it in 4 quarters.
Jefferies Financial Group's WisdomTree Global High Dividend Fund position peaked at $283K in Q4 2023.
41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.