AE Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

AE Wealth 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
2026 Q2	$5.5K	Hold	80	–	–	﹤0.01%	2460
2026 Q1	$5.31K	Hold	80	–	–	﹤0.01%	2359
2025 Q4	$4.93K	Hold	80	–	–	﹤0.01%	2232
2025 Q3	$4.81K	Hold	80	–	–	﹤0.01%	2084
2025 Q2	$4.57K	Buy	+80	New	+$4.44K	﹤0.01%	1968
2020 Q2	–	Sell	-17,456	Closed	-$596K	–	1275
2020 Q1	$596K	Buy	17,456 +12,823	+277%	+$557K	0.01%	631
2019 Q4	$224K	Buy	+4,633	New	+$219K	﹤0.01%	1027

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's DEW Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree Global High Dividend Fund (DEW) position steady in Q2 2026 at 80 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

AE Wealth Management first reported a position in DEW in Q4 2019 and has held it in 7 quarters since. The position peaked at $596K in Q1 2020. 21 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

AE Wealth Management held 80 shares of WisdomTree Global High Dividend Fund worth $5.5K as of Q2 2026.
AE Wealth Management left its WisdomTree Global High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Global High Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2460 holding.
AE Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2019 and has held it in 7 quarters since.
AE Wealth Management's WisdomTree Global High Dividend Fund position peaked at $596K in Q1 2020.
21 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.