Live Your Vision’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Live Your Vision’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 Q3	–	Sell	-548	Closed	-$25K	–	285
2017 Q2	$25K	Buy	548 +338	+161%	+$15.3K	0.01%	129
2017 Q1	$9K	Hold	210	–	–	﹤0.01%	197
2016 Q4	$9K	Sell	210 -18	-8%	-$765	﹤0.01%	189
2016 Q3	$10K	Buy	+228	New	+$9.73K	﹤0.01%	175
2015 Q4	–	Sell	-51	Closed	-$2K	–	124
2015 Q3	$2K	Buy	+51	New	+$2.11K	﹤0.01%	275
2014 Q2	–	Sell	-5,443	Closed	-$258K	–	43
2014 Q1	$258K	Sell	5,443 -179,544	-97%	-$8.36M	0.14%	35
2013 Q4	$8.85M	Sell	184,987 -5,376	-3%	-$253K	4.88%	6
2013 Q3	$8.72M	Buy	190,363 +5,757	+3%	+$256K	5.03%	6
2013 Q2	$7.86M	Buy	+184,606	New	+$8.25M	4.7%	5

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Live Your Vision's DEW Position: Q3 2017 in Review

Live Your Vision sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2017, closing a stake of 548 shares — an estimated $25K sold.

Live Your Vision first reported a position in DEW in Q2 2013 and held it in 9 quarters. The position peaked at $8.85M in Q4 2013. 28 funds tracked by Wall St. Rank hold DEW as of Q3 2017.

Live Your Vision reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2017 after selling out during the quarter.
Live Your Vision sold 548 WisdomTree Global High Dividend Fund shares in Q3 2017, an estimated $25K.
Live Your Vision first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and held it in 9 quarters.
Live Your Vision's WisdomTree Global High Dividend Fund position peaked at $8.85M in Q4 2013.
28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2017.

Based on Live Your Vision's 13F filing for Q3 2017, filed 13 Nov 2017.