Kestra Advisory Services’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 | $529K | Sell |
9,258
-6,999
| -43% | -$400K | ﹤0.01% | 1921 |
|
2025
Q1 | $912K | Buy |
16,257
+6,858
| +73% | +$385K | ﹤0.01% | 1440 |
|
2024
Q4 | $492K | Sell |
9,399
-1,772
| -16% | -$92.7K | ﹤0.01% | 1876 |
|
2024
Q3 | $612K | Buy |
11,171
+2,600
| +30% | +$143K | ﹤0.01% | 1631 |
|
2024
Q2 | $429K | Buy |
8,571
+852
| +11% | +$42.6K | ﹤0.01% | 1874 |
|
2024
Q1 | $393K | Buy |
7,719
+32
| +0.4% | +$1.63K | ﹤0.01% | 1819 |
|
2023
Q4 | $375K | Sell |
7,687
-32,730
| -81% | -$1.6M | ﹤0.01% | 1703 |
|
2023
Q3 | $1.83M | Buy |
+40,417
| New | +$1.83M | 0.02% | 724 |
|