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Stonebridge Capital Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Stonebridge Capital Advisors’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
2019
Q3 		– Sell
-50
Closed -$2K – 883
2019
Q2 		$2K Buy
+50
New +$2.31K ﹤0.01% 763

Other funds holding DEW

Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $739M AUM 19.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stonebridge Capital Advisors's DEW Position: Q3 2019 in Review

Stonebridge Capital Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2019, closing a stake of 50 shares — an estimated $2K sold.

Stonebridge Capital Advisors first reported a position in DEW in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 34 funds tracked by Wall St. Rank hold DEW as of Q3 2019.

  • Stonebridge Capital Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 50 WisdomTree Global High Dividend Fund shares in Q3 2019, an estimated $2K.
  • Stonebridge Capital Advisors first reported a position in WisdomTree Global High Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Stonebridge Capital Advisors's WisdomTree Global High Dividend Fund position peaked at $2K in Q2 2019.
  • 34 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.