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Raymond James Financial Services Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Raymond James Financial Services 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 		$5.17M Buy
94,279
+5,416
+6% +$287K 0.01% 1202
2024
Q2 		$4.45M Sell
88,863
-821
-0.9% -$41.4K 0.01% 1232
2024
Q1 		$4.56M Buy
89,684
+1,151
+1% +$56.2K 0.01% 1186
2023
Q4 		$4.32M Buy
88,533
+3,138
+4% +$144K 0.01% 1164
2023
Q3 		$3.87M Buy
85,395
+1,492
+2% +$70K 0.01% 1151
2023
Q2 		$3.9M Buy
83,903
+3,059
+4% +$143K 0.01% 1155
2023
Q1 		$3.78M Buy
80,844
+3,722
+5% +$178K 0.01% 1131
2022
Q4 		$3.61M Buy
+77,122
New +$3.49M 0.01% 1126
2019
Q2 		– Sell
-5,862
Closed -$270K – 2855
2019
Q1 		$270K Hold
5,862
– – ﹤0.01% 2309
2018
Q4 		$245K Sell
5,862
-612
-9% -$27.2K ﹤0.01% 2133
2018
Q3 		$301K Sell
6,474
-6,516
-50% -$304K ﹤0.01% 2279
2018
Q2 		$595K Buy
12,990
+335
+3% +$15.7K ﹤0.01% 1759
2018
Q1 		$589K Sell
12,655
-960
-7% -$46.3K ﹤0.01% 1625
2017
Q4 		$660K Buy
+13,615
New +$648K ﹤0.01% 1545
2017
Q3 		– Sell
-10,166
Closed -$460K – 2581
2017
Q2 		$460K Buy
10,166
+1,514
+17% +$68.5K ﹤0.01% 1723
2017
Q1 		$389K Buy
8,652
+1,567
+22% +$69.7K ﹤0.01% 1725
2016
Q4 		$308K Buy
7,085
+517
+8% +$22K ﹤0.01% 1791
2016
Q3 		$281K Buy
+6,568
New +$280K ﹤0.01% 1829
2013
Q3 		– Sell
-72,610
Closed -$3.05M – 579
2013
Q2 		$3.05M Buy
+72,610
New +$3.24M 0.09% 265

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial Services Advisors's DEW Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree Global High Dividend Fund (DEW) stake by 6.1% in Q3 2024, buying an estimated $287K and bringing the position to 94,279 shares worth $5.17M. The position accounts for 0.01% of the portfolio, ranked #1202.

Raymond James Financial Services Advisors first reported a position in DEW in Q2 2013 and has held it in 19 quarters since. 33 funds tracked by Wall St. Rank hold DEW as of Q3 2024.

  • Raymond James Financial Services Advisors held 94,279 shares of WisdomTree Global High Dividend Fund worth $5.17M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 5,416 WisdomTree Global High Dividend Fund shares in Q3 2024, an estimated $287K.
  • WisdomTree Global High Dividend Fund made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1202 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and has held it in 19 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.