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VSR Financial Services’s WisdomTree Global High Dividend Fund DEW Stock Holding History

VSR Financial Services’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
2016
Q2 		$1.56M Buy
37,466
+17,048
+83% +$701K 0.26% 113
2016
Q1 		$833K Buy
+20,418
New +$782K 0.09% 249

Other funds holding DEW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VSR Financial Services's DEW Position: Q2 2016 in Review

VSR Financial Services increased its WisdomTree Global High Dividend Fund (DEW) stake by 83% in Q2 2016, buying an estimated $701K and bringing the position to 37,466 shares worth $1.56M. The position accounts for 0.26% of the portfolio, ranked #113.

VSR Financial Services first reported a position in DEW in Q1 2016 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold DEW as of Q2 2016.

  • VSR Financial Services held 37,466 shares of WisdomTree Global High Dividend Fund worth $1.56M as of Q2 2016.
  • VSR Financial Services bought 17,048 WisdomTree Global High Dividend Fund shares in Q2 2016, an estimated $701K.
  • WisdomTree Global High Dividend Fund made up 0.26% of VSR Financial Services's portfolio in Q2 2016, its #113 holding.
  • VSR Financial Services first reported a position in WisdomTree Global High Dividend Fund in Q1 2016 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.