Urban Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Urban Wealth Management’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
2022 Q2	$34K	Buy	+750	New	+$36.8K	0.11%	114

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

LWP

Legacy Wealth Planning Reno, Nevada $60.4M AUM 16.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Urban Wealth Management's DEW Position: Q2 2022 in Review

Urban Wealth Management opened a new position in WisdomTree Global High Dividend Fund (DEW) in Q2 2022: 750 shares worth $34K. The stake represents 0.11% of the portfolio and ranks #114 among its holdings.

30 funds tracked by Wall St. Rank hold DEW as of Q2 2022.

Urban Wealth Management held 750 shares of WisdomTree Global High Dividend Fund worth $34K as of Q2 2022.
WisdomTree Global High Dividend Fund was a new Urban Wealth Management position in Q2 2022.
WisdomTree Global High Dividend Fund made up 0.11% of Urban Wealth Management's portfolio in Q2 2022, its #114 holding.
30 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.