Smart Money Group’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Smart Money Group’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	-56,116	Closed	-$2.61M	–	57
2018 Q1	$2.61M	Buy	+56,116	New	+$2.71M	2.66%	12

Other funds holding DEW

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Smart Money Group's DEW Position: Q2 2018 in Review

Smart Money Group sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2018, closing a stake of 56,116 shares — an estimated $2.61M sold.

Smart Money Group first reported a position in DEW in Q1 2018 and held it in 1 quarter. The position peaked at $2.61M in Q1 2018. 33 funds tracked by Wall St. Rank hold DEW as of Q2 2018.

Smart Money Group reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2018 after selling out during the quarter.
Smart Money Group sold 56,116 WisdomTree Global High Dividend Fund shares in Q2 2018, an estimated $2.61M.
Smart Money Group first reported a position in WisdomTree Global High Dividend Fund in Q1 2018 and held it in 1 quarter.
Smart Money Group's WisdomTree Global High Dividend Fund position peaked at $2.61M in Q1 2018.
33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2018.

Based on Smart Money Group's 13F filing for Q2 2018, filed 10 Aug 2018.