Sowell Financial Services’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-750	Closed	-$37K	–	1045
2021 Q1	$37K	Hold	750	–	–	﹤0.01%	1779
2020 Q4	$32K	Hold	750	–	–	﹤0.01%	1553
2020 Q3	$28K	Hold	750	–	–	﹤0.01%	1409
2020 Q2	$29K	Hold	750	–	–	﹤0.01%	1341
2020 Q1	$26K	Hold	750	–	–	﹤0.01%	1292
2019 Q4	$36K	Hold	750	–	–	﹤0.01%	1253
2019 Q3	$35K	Buy	+750	New	+$34.3K	﹤0.01%	1099

Other funds holding DEW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RJA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sowell Financial Services's DEW Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2021, closing a stake of 750 shares — an estimated $37K sold.

Sowell Financial Services first reported a position in DEW in Q3 2019 and held it in 7 quarters. The position peaked at $37K in Q1 2021. 28 funds tracked by Wall St. Rank hold DEW as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 750 WisdomTree Global High Dividend Fund shares in Q2 2021, an estimated $37K.
Sowell Financial Services first reported a position in WisdomTree Global High Dividend Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's WisdomTree Global High Dividend Fund position peaked at $37K in Q1 2021.
28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.