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

Tidemark’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
2024
Q2 		– Sell
-77
Closed -$3.92K – 644
2024
Q1 		$3.92K Hold
77
– – ﹤0.01% 541
2023
Q4 		$3.76K Buy
+77
New +$3.54K ﹤0.01% 541

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tidemark's DEW Position: Q2 2024 in Review

Tidemark sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2024, closing a stake of 77 shares — an estimated $3.92K sold.

Tidemark first reported a position in DEW in Q4 2023 and held it in 2 quarters. The position peaked at $3.92K in Q1 2024. 35 funds tracked by Wall St. Rank hold DEW as of Q2 2024.

  • Tidemark reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 77 WisdomTree Global High Dividend Fund shares in Q2 2024, an estimated $3.92K.
  • Tidemark first reported a position in WisdomTree Global High Dividend Fund in Q4 2023 and held it in 2 quarters.
  • Tidemark's WisdomTree Global High Dividend Fund position peaked at $3.92K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.