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National Planning Corporation’s WisdomTree Global High Dividend Fund DEW Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-1,780
Closed -$76.5K – 954
2014
Q4 		$76.5K Buy
+1,780
New +$80.5K 0.01% 1042

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIG
Fusion Investment Group Pittsburgh, Pennsylvania $37.3M AUM 3.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

National Planning Corporation's DEW Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2015, closing a stake of 1,780 shares — an estimated $76.5K sold.

National Planning Corporation first reported a position in DEW in Q4 2014 and held it in 1 quarter. The position peaked at $76.5K in Q4 2014. 28 funds tracked by Wall St. Rank hold DEW as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 1,780 WisdomTree Global High Dividend Fund shares in Q1 2015, an estimated $76.5K.
  • National Planning Corporation first reported a position in WisdomTree Global High Dividend Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's WisdomTree Global High Dividend Fund position peaked at $76.5K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.