Winslow Evans & Crocker’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	1130
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	909
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	918
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	890
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	927
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	905
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	922
2019 Q1	$6K	Hold	100	–	–	﹤0.01%	921
2018 Q4	$6K	Hold	100	–	–	﹤0.01%	865
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	891
2018 Q2	$6K	Hold	100	–	–	﹤0.01%	896
2018 Q1	$4.65K	Hold	100	–	–	﹤0.01%	914
2017 Q4	$4.85K	Hold	100	–	–	﹤0.01%	929
2017 Q3	$4.71K	Hold	100	–	–	﹤0.01%	941
2017 Q2	$4.52K	Hold	100	–	–	﹤0.01%	1075
2017 Q1	$4.5K	Hold	100	–	–	﹤0.01%	1046
2016 Q4	$4.35K	Hold	100	–	–	﹤0.01%	1048
2016 Q3	$4.28K	Hold	100	–	–	﹤0.01%	1088
2016 Q2	$4.17K	Hold	100	–	–	﹤0.01%	1074
2016 Q1	$4.08K	Hold	100	–	–	﹤0.01%	1059
2015 Q4	$3.94K	Hold	100	–	–	﹤0.01%	1113
2015 Q3	$3.82K	Buy	+100	New	+$4.14K	﹤0.01%	1081
2014 Q3	–	Sell	-40	Closed	-$1.95K	–	1398
2014 Q2	$1.98K	Hold	40	–	–	﹤0.01%	1190
2014 Q1	$1.9K	Hold	40	–	–	﹤0.01%	1176
2013 Q4	$2K	Buy	+40	New	+$1.88K	﹤0.01%	1275

Other funds holding DEW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winslow Evans & Crocker's DEW Position: Q4 2020 in Review

Winslow Evans & Crocker held its WisdomTree Global High Dividend Fund (DEW) position steady in Q4 2020 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Winslow Evans & Crocker first reported a position in DEW in Q4 2013 and has held it in 25 quarters since. The position peaked at $6K in Q4 2019. 29 funds tracked by Wall St. Rank hold DEW as of Q4 2020.

Winslow Evans & Crocker held 100 shares of WisdomTree Global High Dividend Fund worth $4K as of Q4 2020.
Winslow Evans & Crocker left its WisdomTree Global High Dividend Fund share count unchanged in Q4 2020.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1130 holding.
Winslow Evans & Crocker first reported a position in WisdomTree Global High Dividend Fund in Q4 2013 and has held it in 25 quarters since.
Winslow Evans & Crocker's WisdomTree Global High Dividend Fund position peaked at $6K in Q4 2019.
29 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.