Lowe Wealth Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Lowe Wealth Advisors’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
2019 Q4	–	Sell	-30	Closed	-$1K	–	304
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	256
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	269
2019 Q1	$1K	Buy	+30	New	+$1.35K	﹤0.01%	246

Other funds holding DEW

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lowe Wealth Advisors's DEW Position: Q4 2019 in Review

Lowe Wealth Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q4 2019, closing a stake of 30 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in DEW in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 38 funds tracked by Wall St. Rank hold DEW as of Q4 2019.

Lowe Wealth Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q4 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 30 WisdomTree Global High Dividend Fund shares in Q4 2019, an estimated $1K.
Lowe Wealth Advisors first reported a position in WisdomTree Global High Dividend Fund in Q1 2019 and held it in 3 quarters.
Lowe Wealth Advisors's WisdomTree Global High Dividend Fund position peaked at $1K in Q3 2019.
38 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q4 2019.

Based on Lowe Wealth Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.