Vertex Planning Partners’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $308K | Buy |
|
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|
2024
Q2 | $281K | Sell |
|
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $23.4M | Sell |
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|
2022
Q4 | $23.7M | Buy |
|