Joseph Group Capital Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
218,905
+1,916
| +0.9% | +$109K | 4.2% | 4 |
|
|
2025
Q1 | $12.2M | Buy |
216,989
+1,567
| +0.7% | +$87.9K | 4.65% | 4 |
|
|
2024
Q4 | $11.3M | Sell |
215,422
-3,040
| -1% | -$159K | 4.44% | 5 |
|
|
2024
Q3 | $12M | Buy |
218,462
+6,152
| +3% | +$337K | 4.58% | 6 |
|
|
2024
Q2 | $10.6M | Buy |
212,310
+77
| +0% | +$3.85K | 5.51% | 5 |
|
|
2024
Q1 | $10.8M | Sell |
212,233
-90,922
| -30% | -$4.62M | 5.41% | 6 |
|
|
2023
Q4 | $14.8M | Buy |
303,155
+11,272
| +4% | +$550K | 8.59% | 3 |
|
|
2023
Q3 | $13.2M | Buy |
291,883
+12,526
| +4% | +$568K | 9.53% | 2 |
|
|
2023
Q2 | $13M | Buy |
279,357
+15,549
| +6% | +$723K | 10.93% | 3 |
|
|
2023
Q1 | $12.3M | Buy |
263,808
+11,148
| +4% | +$522K | 10.83% | 3 |
|
|
2022
Q4 | $11.8M | Buy |
252,660
+2,511
| +1% | +$118K | 11.23% | 3 |
|
|
2022
Q3 | $10.3M | Buy |
250,149
+30,877
| +14% | +$1.27M | 11.23% | 3 |
|
|
2022
Q2 | $10.1M | Buy |
+219,272
| New | +$10.1M | 10.1% | 3 |
|