Name Net reduced
positions
Reduced positions Increased positions Return since
31 Mar ‘18
2026
0 18 18 26.8%
2027
0 17 17 62.7%
2028
0 131 131 30.8%
DEW icon
2029
WisdomTree Global High Dividend Fund
DEW
$139M
0 10 10 45.8%
2030
0 1 1 45.6%
2031
0 15 15 7.3%
2032
0 1 1 1.15%
2033
0 2 2 8.74%
2034
0 1 1 122%
2035
0 2 2 13.2%
FLC
2036
Flaherty & Crumrine Total Return Fund
FLC
$177M
0 8 8 14.4%
2037
0 1 1 150%
2038
0 23 23 12.4%
2039
0 2 2 38.2%
2040
0 129 129 33.2%
2041
0 12 12 26.8%
2042
0 21 21 5.74%
2043
0 2 2 39.8%
2044
0 94 94 60.2%
2045
0 1 1 23%
2046
0 30 30 95.6%
2047
0 19 19 79.7%
2048
0 64 64 220%
2049
0 65 65 9.05%
2050
0 4 4 63.5%