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Thomaspartners’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Thomaspartners’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
2013
Q3 		– Sell
-40
Closed -$2K – 147
2013
Q2 		$2K Buy
+40
New +$1.79K ﹤0.01% 192

Other funds holding DEW

LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Thomaspartners's DEW Position: Q3 2013 in Review

Thomaspartners sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2013, closing a stake of 40 shares — an estimated $2K sold.

Thomaspartners first reported a position in DEW in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 24 funds tracked by Wall St. Rank hold DEW as of Q3 2013.

  • Thomaspartners reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Thomaspartners sold 40 WisdomTree Global High Dividend Fund shares in Q3 2013, an estimated $2K.
  • Thomaspartners first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Thomaspartners's WisdomTree Global High Dividend Fund position peaked at $2K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2013.

Based on Thomaspartners's 13F filing for Q3 2013, filed 14 Nov 2013.