Northwestern Mutual Wealth Management
DEW icon

Northwestern Mutual Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-509
Closed -$26K – 3232
2022
Q1 		$26K Buy
+509
New +$25.7K ﹤0.01% 2195

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LWP
Legacy Wealth Planning Reno, Nevada $60.4M AUM 16.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's DEW Position: Q2 2022 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2022, closing a stake of 509 shares — an estimated $26K sold.

Northwestern Mutual Wealth Management first reported a position in DEW in Q1 2022 and held it in 1 quarter. The position peaked at $26K in Q1 2022. 30 funds tracked by Wall St. Rank hold DEW as of Q2 2022.

  • Northwestern Mutual Wealth Management reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 509 WisdomTree Global High Dividend Fund shares in Q2 2022, an estimated $26K.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's WisdomTree Global High Dividend Fund position peaked at $26K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.