Stratos Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,010
| Closed | -$506K | – | 362 |
|
|
2025
Q1 | $506K | Buy |
9,010
+1,252
| +16% | +$70.3K | 0.03% | 207 |
|
|
2024
Q4 | $406K | Buy |
7,758
+1,434
| +23% | +$75K | 0.02% | 188 |
|
|
2024
Q3 | $347K | Buy |
6,324
+304
| +5% | +$16.7K | 0.02% | 188 |
|
|
2024
Q2 | $301K | Buy |
6,020
+1,543
| +34% | +$77.2K | 0.02% | 181 |
|
|
2024
Q1 | $228K | Sell |
4,477
-80
| -2% | -$4.07K | 0.02% | 183 |
|
|
2023
Q4 | $222K | Buy |
+4,557
| New | +$222K | 0.03% | 174 |
|