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

Raffa 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
2017
Q3 		– Sell
-1,000
Closed -$45.2K – 301
2017
Q2 		$45.2K Buy
+1,000
New +$45.2K 0.02% 130

Other funds holding DEW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raffa Wealth Management's DEW Position: Q3 2017 in Review

Raffa Wealth Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2017, closing a stake of 1,000 shares — an estimated $45.2K sold.

Raffa Wealth Management first reported a position in DEW in Q2 2017 and held it in 1 quarter. The position peaked at $45.2K in Q2 2017. 28 funds tracked by Wall St. Rank hold DEW as of Q3 2017.

  • Raffa Wealth Management reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • Raffa Wealth Management sold 1,000 WisdomTree Global High Dividend Fund shares in Q3 2017, an estimated $45.2K.
  • Raffa Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q2 2017 and held it in 1 quarter.
  • Raffa Wealth Management's WisdomTree Global High Dividend Fund position peaked at $45.2K in Q2 2017.
  • 28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2017.

Based on Raffa Wealth Management's 13F filing for Q3 2017, filed 27 Jul 2026.