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Signet Financial Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Signet Financial 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
2018
Q2 		– Sell
-285
Closed -$13K – 1002
2018
Q1 		$13K Buy
+285
New +$13.7K ﹤0.01% 540

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Envestnet Asset Management
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Bank of America
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Jane Street
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SFG
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Signet Financial Management's DEW Position: Q2 2018 in Review

Signet Financial Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2018, closing a stake of 285 shares — an estimated $13K sold.

Signet Financial Management first reported a position in DEW in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 33 funds tracked by Wall St. Rank hold DEW as of Q2 2018.

  • Signet Financial Management reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Signet Financial Management sold 285 WisdomTree Global High Dividend Fund shares in Q2 2018, an estimated $13K.
  • Signet Financial Management first reported a position in WisdomTree Global High Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Signet Financial Management's WisdomTree Global High Dividend Fund position peaked at $13K in Q1 2018.
  • 33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2018.

Based on Signet Financial Management's 13F filing for Q2 2018, filed 10 Aug 2018.