Verus Financial Partners’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Verus Financial Partners’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
2018 Q3	–	Sell	-5,633	Closed	-$258K	–	52
2018 Q2	$258K	Buy	5,633 +387	+7%	+$18.1K	0.1%	38
2018 Q1	$244K	Hold	5,246	–	–	0.09%	43
2017 Q4	$254K	Buy	+5,246	New	+$250K	0.09%	44

Other funds holding DEW

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CCM

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

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

Verus Financial Partners's DEW Position: Q3 2018 in Review

Verus Financial Partners sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2018, closing a stake of 5,633 shares — an estimated $258K sold.

Verus Financial Partners first reported a position in DEW in Q4 2017 and held it in 3 quarters. The position peaked at $258K in Q2 2018. 32 funds tracked by Wall St. Rank hold DEW as of Q3 2018.

Verus Financial Partners reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2018 after selling out during the quarter.
Verus Financial Partners sold 5,633 WisdomTree Global High Dividend Fund shares in Q3 2018, an estimated $258K.
Verus Financial Partners first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and held it in 3 quarters.
Verus Financial Partners's WisdomTree Global High Dividend Fund position peaked at $258K in Q2 2018.
32 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2018.

Based on Verus Financial Partners's 13F filing for Q3 2018, filed 9 Nov 2018.