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 $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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. 33 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.
33 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.