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

Opal 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
2024
Q3 		– Sell
-63
Closed -$3.15K – 433
2024
Q2 		$3.15K Hold
63
– – ﹤0.01% 877
2024
Q1 		$3.21K Buy
+63
New +$3.08K ﹤0.01% 276

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Opal Wealth Advisors's DEW Position: Q3 2024 in Review

Opal Wealth Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2024, closing a stake of 63 shares — an estimated $3.15K sold.

Opal Wealth Advisors first reported a position in DEW in Q1 2024 and held it in 2 quarters. The position peaked at $3.21K in Q1 2024. 33 funds tracked by Wall St. Rank hold DEW as of Q3 2024.

  • Opal Wealth Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 63 WisdomTree Global High Dividend Fund shares in Q3 2024, an estimated $3.15K.
  • Opal Wealth Advisors first reported a position in WisdomTree Global High Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's WisdomTree Global High Dividend Fund position peaked at $3.21K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.