WFS
DEX

Widmann Financial Services’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

Widmann Financial Services’s Portfolio DEX Stock Details DEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-673
Closed -$6K – 493
2021
Q4 		$6K Buy
+673
New +$6.79K ﹤0.01% 349

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BI
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SFS
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BWA
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RJFSA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Widmann Financial Services's DEX Position: Q1 2022 in Review

Widmann Financial Services sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q1 2022, closing a stake of 673 shares — an estimated $6K sold.

Widmann Financial Services first reported a position in DEX in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 30 funds tracked by Wall St. Rank hold DEX as of Q1 2022.

  • Widmann Financial Services reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 673 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q1 2022, an estimated $6K.
  • Widmann Financial Services first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $6K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.