Next Financial Group’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $183K | Buy |
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|
2021
Q1 | $155K | Sell |
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|
2020
Q4 | $168K | Buy |
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|
2020
Q3 | $129K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $112K | Hold |
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|
2019
Q4 | $158K | Hold |
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|
2019
Q3 | $151K | Buy |
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|
2019
Q2 | $110K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $82K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $27K | Buy |
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|
2017
Q1 | $11K | Sell |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $15K | Buy |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $12K | Buy |
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