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

Krilogy Financial’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
2017 Q2	–	Sell	-80	Closed	-$3K	–	729
2017 Q1	$3K	Hold	80	–	–	﹤0.01%	615
2016 Q4	$3K	Buy	80 +1	+1%	+$42	﹤0.01%	615
2016 Q3	$3K	Buy	79 +1	+1%	+$43	﹤0.01%	632
2016 Q2	$3K	Buy	78 +1	+1%	+$41	﹤0.01%	646
2016 Q1	$3K	Hold	77	–	–	﹤0.01%	574
2015 Q4	$3K	Buy	77 +1	+1%	+$40	﹤0.01%	350
2015 Q3	$3K	Buy	+76	New	+$3.15K	﹤0.01%	509

Other funds holding DEW

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Krilogy Financial's DEW Position: Q2 2017 in Review

Krilogy Financial sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2017, closing a stake of 80 shares — an estimated $3K sold.

Krilogy Financial first reported a position in DEW in Q3 2015 and held it in 7 quarters. The position peaked at $3K in Q1 2017. 34 funds tracked by Wall St. Rank hold DEW as of Q2 2017.

Krilogy Financial reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2017 after selling out during the quarter.
Krilogy Financial sold 80 WisdomTree Global High Dividend Fund shares in Q2 2017, an estimated $3K.
Krilogy Financial first reported a position in WisdomTree Global High Dividend Fund in Q3 2015 and held it in 7 quarters.
Krilogy Financial's WisdomTree Global High Dividend Fund position peaked at $3K in Q1 2017.
34 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.