Kings Point Capital Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Kings Point Capital 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	-1,400	Closed	-$68K	–	466
2019 Q4	$68K	Hold	1,400	–	–	0.01%	278
2019 Q3	$64K	Hold	1,400	–	–	0.01%	268
2019 Q2	$65K	Hold	1,400	–	–	0.01%	232
2019 Q1	$65K	Hold	1,400	–	–	0.01%	212
2018 Q4	$58K	Hold	1,400	–	–	0.01%	205
2018 Q3	$65K	Hold	1,400	–	–	0.01%	215
2018 Q2	$64K	Hold	1,400	–	–	0.01%	216
2018 Q1	$65K	Hold	1,400	–	–	0.01%	210
2017 Q4	$68K	Buy	+1,400	New	+$66.6K	0.01%	204

Other funds holding DEW

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

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

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

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

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

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

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

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

Kings Point Capital Management's DEW Position: Q1 2020 in Review

Kings Point Capital Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2020, closing a stake of 1,400 shares — an estimated $68K sold.

Kings Point Capital Management first reported a position in DEW in Q4 2017 and held it in 9 quarters. The position peaked at $68K in Q4 2019. 39 funds tracked by Wall St. Rank hold DEW as of Q1 2020.

Kings Point Capital Management reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 1,400 WisdomTree Global High Dividend Fund shares in Q1 2020, an estimated $68K.
Kings Point Capital Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and held it in 9 quarters.
Kings Point Capital Management's WisdomTree Global High Dividend Fund position peaked at $68K in Q4 2019.
39 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.