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Raab & Moskowitz Asset Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Raab & Moskowitz Asset 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
2015
Q1 		– Sell
-992
Closed -$44K – 172
2014
Q4 		$44K Buy
+992
New +$44.9K 0.03% 205

Other funds holding DEW

FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Raab & Moskowitz Asset Management's DEW Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2015, closing a stake of 992 shares — an estimated $44K sold.

Raab & Moskowitz Asset Management first reported a position in DEW in Q4 2014 and held it in 1 quarter. The position peaked at $44K in Q4 2014. 28 funds tracked by Wall St. Rank hold DEW as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 992 WisdomTree Global High Dividend Fund shares in Q1 2015, an estimated $44K.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's WisdomTree Global High Dividend Fund position peaked at $44K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.