Private Advisor Group’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Private Advisor Group’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
2023 Q3	–	Sell	-4,473	Closed	-$208K	–	2312
2023 Q2	$208K	Sell	4,473 -524	-10%	-$24.5K	﹤0.01%	1829
2023 Q1	$234K	Buy	+4,997	New	+$238K	﹤0.01%	1706
2022 Q4	–	Sell	-5,043	Closed	-$207K	–	1729
2022 Q3	$207K	Sell	5,043 -194	-4%	-$8.87K	﹤0.01%	1661
2022 Q2	$241K	Sell	5,237 -214	-4%	-$10.5K	﹤0.01%	1750
2022 Q1	$279K	Sell	5,451 -50	-0.9%	-$2.52K	﹤0.01%	1716
2021 Q4	$275K	Sell	5,501 -515	-9%	-$25K	﹤0.01%	1770
2021 Q3	$282K	Sell	6,016 -210	-3%	-$10.2K	﹤0.01%	1730
2021 Q2	$300K	Buy	+6,226	New	+$303K	﹤0.01%	1631
2020 Q3	–	Sell	-1,081	Closed	-$42K	–	1995
2020 Q2	$42K	Buy	+1,081	New	+$40.3K	﹤0.01%	2184

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Private Advisor Group's DEW Position: Q3 2023 in Review

Private Advisor Group sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2023, closing a stake of 4,473 shares — an estimated $208K sold.

Private Advisor Group first reported a position in DEW in Q2 2020 and held it in 9 quarters. The position peaked at $300K in Q2 2021. 33 funds tracked by Wall St. Rank hold DEW as of Q3 2023.

Private Advisor Group reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Private Advisor Group sold 4,473 WisdomTree Global High Dividend Fund shares in Q3 2023, an estimated $208K.
Private Advisor Group first reported a position in WisdomTree Global High Dividend Fund in Q2 2020 and held it in 9 quarters.
Private Advisor Group's WisdomTree Global High Dividend Fund position peaked at $300K in Q2 2021.
33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2023.

Based on Private Advisor Group's 13F filing for Q3 2023, filed 3 Nov 2023.