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White Lighthouse Investment Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

White Lighthouse Investment 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
2018
Q2 		– Sell
-4,825
Closed -$225K – 119
2018
Q1 		$225K Sell
4,825
-400
-8% -$19.3K 0.13% 109
2017
Q4 		$253K Buy
+5,225
New +$249K 0.15% 106

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
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SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

White Lighthouse Investment Management's DEW Position: Q2 2018 in Review

White Lighthouse Investment Management sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2018, closing a stake of 4,825 shares — an estimated $225K sold.

White Lighthouse Investment Management first reported a position in DEW in Q4 2017 and held it in 2 quarters. The position peaked at $253K in Q4 2017. 33 funds tracked by Wall St. Rank hold DEW as of Q2 2018.

  • White Lighthouse Investment Management reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 4,825 WisdomTree Global High Dividend Fund shares in Q2 2018, an estimated $225K.
  • White Lighthouse Investment Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2017 and held it in 2 quarters.
  • White Lighthouse Investment Management's WisdomTree Global High Dividend Fund position peaked at $253K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2018.

Based on White Lighthouse Investment Management's 13F filing for Q2 2018, filed 9 Aug 2018.