StrategIQ Financial Group’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-11,003
| Closed | -$376K | – | 186 |
|
2020
Q1 | $376K | Sell |
11,003
-1,670
| -13% | -$57.1K | 0.12% | 135 |
|
2019
Q4 | $613K | Sell |
12,673
-16,983
| -57% | -$821K | 0.16% | 124 |
|
2019
Q3 | $1.36M | Sell |
29,656
-2,644
| -8% | -$122K | 0.39% | 59 |
|
2019
Q2 | $1.5M | Sell |
32,300
-1,720
| -5% | -$79.7K | 0.43% | 55 |
|
2019
Q1 | $1.57M | Sell |
34,020
-5,650
| -14% | -$260K | 0.48% | 51 |
|
2018
Q4 | $1.66M | Sell |
39,670
-11,446
| -22% | -$478K | 0.57% | 43 |
|
2018
Q3 | $2.38M | Sell |
51,116
-12,022
| -19% | -$559K | 0.75% | 33 |
|
2018
Q2 | $2.89M | Buy |
63,138
+1,166
| +2% | +$53.4K | 1% | 26 |
|
2018
Q1 | $2.88M | Buy |
61,972
+2,712
| +5% | +$126K | 1.14% | 24 |
|
2017
Q4 | $2.88M | Buy |
+59,260
| New | +$2.88M | 1.12% | 25 |
|