Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $40K | Hold |
820
| – | – | ﹤0.01% | 3676 |
|
|
2019
Q3 | $37K | Hold |
820
| – | – | ﹤0.01% | 3637 |
|
|
2019
Q2 | $38K | Hold |
820
| – | – | ﹤0.01% | 3634 |
|
|
2019
Q1 | $38K | Sell |
820
-20
| -2% | -$927 | ﹤0.01% | 3588 |
|
|
2018
Q4 | $36K | Hold |
840
| – | – | ﹤0.01% | 3484 |
|
|
2018
Q3 | $39K | Buy |
840
+25
| +3% | +$1.16K | ﹤0.01% | 3486 |
|
|
2018
Q2 | $37K | Hold |
815
| – | – | ﹤0.01% | 3461 |
|
|
2018
Q1 | $37K | Buy |
815
+115
| +16% | +$5.22K | ﹤0.01% | 3461 |
|
|
2017
Q4 | $34K | Hold |
700
| – | – | ﹤0.01% | 3476 |
|
|
2017
Q3 | $33K | Hold |
700
| – | – | ﹤0.01% | 3369 |
|
|
2017
Q2 | $32K | Sell |
700
-380
| -35% | -$17.4K | ﹤0.01% | 3305 |
|
|
2017
Q1 | $48K | Buy |
1,080
+600
| +125% | +$26.7K | ﹤0.01% | 2939 |
|
|
2016
Q4 | $21K | Buy |
480
+50
| +12% | +$2.19K | ﹤0.01% | 3444 |
|
|
2016
Q3 | $18K | Hold |
430
| – | – | ﹤0.01% | 3464 |
|
|
2016
Q2 | $18K | Buy |
430
+330
| +330% | +$13.8K | ﹤0.01% | 3404 |
|
|
2016
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 4147 |
|
|
2015
Q4 | $4K | Sell |
100
-336
| -77% | -$13.4K | ﹤0.01% | 4123 |
|
|
2015
Q3 | $17K | Hold |
436
| – | – | ﹤0.01% | 3196 |
|
|
2015
Q2 | $19K | Hold |
436
| – | – | ﹤0.01% | 3262 |
|
|
2015
Q1 | $19K | Hold |
436
| – | – | ﹤0.01% | 3205 |
|
|
2014
Q4 | $19K | Buy |
436
+1
| +0.2% | +$44 | ﹤0.01% | 3011 |
|
|
2014
Q3 | $20K | Hold |
435
| – | – | ﹤0.01% | 2666 |
|
|
2014
Q2 | $22K | Hold |
435
| – | – | ﹤0.01% | 2583 |
|
|
2014
Q1 | $21K | Hold |
435
| – | – | ﹤0.01% | 2532 |
|
|
2013
Q4 | $21K | Hold |
435
| – | – | ﹤0.01% | 2502 |
|
|
2013
Q3 | $20K | Hold |
435
| – | – | ﹤0.01% | 2445 |
|
|
2013
Q2 | $18K | Buy |
+435
| New | +$18K | ﹤0.01% | 2403 |
|