Simplicity Solutions’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Simplicity Solutions’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
2020 Q2	–	Sell	-17,306	Closed	-$591K	–	885
2020 Q1	$591K	Buy	17,306 +12,811	+285%	+$556K	0.02%	453
2019 Q4	$217K	Buy	+4,495	New	+$212K	0.01%	777

Other funds holding DEW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

SAM

Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Solutions's DEW Position: Q2 2020 in Review

Simplicity Solutions sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2020, closing a stake of 17,306 shares — an estimated $591K sold.

Simplicity Solutions first reported a position in DEW in Q4 2019 and held it in 2 quarters. The position peaked at $591K in Q1 2020. 32 funds tracked by Wall St. Rank hold DEW as of Q2 2020.

Simplicity Solutions reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Simplicity Solutions sold 17,306 WisdomTree Global High Dividend Fund shares in Q2 2020, an estimated $591K.
Simplicity Solutions first reported a position in WisdomTree Global High Dividend Fund in Q4 2019 and held it in 2 quarters.
Simplicity Solutions's WisdomTree Global High Dividend Fund position peaked at $591K in Q1 2020.
32 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.