WealthShield Partners’s WisdomTree Global High Dividend Fund DEW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6K | Hold |
781
| – | – | 0.01% | 426 |
|
|
2025
Q1 | $43.8K | Sell |
781
-55
| -7% | -$3.09K | 0.01% | 416 |
|
|
2024
Q4 | $43.7K | Hold |
836
| – | – | 0.01% | 384 |
|
|
2024
Q3 | $45.8K | Sell |
836
-32
| -4% | -$1.75K | 0.01% | 389 |
|
|
2024
Q2 | $43.4K | Hold |
868
| – | – | 0.01% | 363 |
|
|
2024
Q1 | $44.1K | Buy |
868
+371
| +75% | +$18.9K | 0.01% | 354 |
|
|
2023
Q4 | $24.3K | Hold |
497
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $22.5K | Buy |
497
+23
| +5% | +$1.04K | ﹤0.01% | 406 |
|
|
2023
Q2 | $22.1K | Hold |
474
| – | – | ﹤0.01% | 416 |
|
|
2023
Q1 | $22.2K | Buy |
+474
| New | +$22.2K | ﹤0.01% | 411 |
|