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Legacy Wealth Planning’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Legacy Wealth Planning’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
2022
Q3 		$5.05M Sell
122,672
-24,105
-16% -$1.1M 8.35% 2
2022
Q2 		$6.75M Buy
+146,777
New +$7.21M 9.68% 2

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Legacy Wealth Planning's DEW Position: Q3 2022 in Review

Legacy Wealth Planning reduced its WisdomTree Global High Dividend Fund (DEW) stake by 16% in Q3 2022, selling an estimated $1.1M and leaving 122,672 shares worth $5.05M. The position accounts for 8.35% of the portfolio, ranked #2.

Legacy Wealth Planning first reported a position in DEW in Q2 2022 and has held it in 2 quarters since. The position peaked at $6.75M in Q2 2022. 29 funds tracked by Wall St. Rank hold DEW as of Q3 2022.

  • Legacy Wealth Planning held 122,672 shares of WisdomTree Global High Dividend Fund worth $5.05M as of Q3 2022.
  • Legacy Wealth Planning sold 24,105 WisdomTree Global High Dividend Fund shares in Q3 2022, an estimated $1.1M.
  • WisdomTree Global High Dividend Fund made up 8.35% of Legacy Wealth Planning's portfolio in Q3 2022, its #2 holding.
  • Legacy Wealth Planning first reported a position in WisdomTree Global High Dividend Fund in Q2 2022 and has held it in 2 quarters since.
  • Legacy Wealth Planning's WisdomTree Global High Dividend Fund position peaked at $6.75M in Q2 2022.
  • 29 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.