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Steward Partners Investment Advisory’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Steward Partners Investment Advisory’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
-1,918
Closed -$89.9K – 7156
2021
Q1 		$89.9K Buy
+1,918
New +$86.1K ﹤0.01% 1681

Other funds holding DEW

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Steward Partners Investment Advisory's DEW Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2021, closing a stake of 1,918 shares — an estimated $89.9K sold.

Steward Partners Investment Advisory first reported a position in DEW in Q1 2021 and held it in 1 quarter. The position peaked at $89.9K in Q1 2021. 28 funds tracked by Wall St. Rank hold DEW as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,918 WisdomTree Global High Dividend Fund shares in Q2 2021, an estimated $89.9K.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Global High Dividend Fund in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's WisdomTree Global High Dividend Fund position peaked at $89.9K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.