AssetMark Inc
DEW icon

AssetMark Inc’s WisdomTree Global High Dividend Fund DEW Stock Holding History

AssetMark Inc’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 		– Sell
-39
Closed -$2.59K – 3582
2026
Q1 		$2.59K Hold
39
– – ﹤0.01% 2779
2025
Q4 		$2.4K Buy
+39
New +$2.36K ﹤0.01% 2724

Other funds holding DEW

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
HI
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAS
Westco Advisory Services Lynbrook, New York $166M AUM

AssetMark Inc's DEW Position: Q2 2026 in Review

AssetMark Inc sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2026, closing a stake of 39 shares — an estimated $2.59K sold.

AssetMark Inc first reported a position in DEW in Q4 2025 and held it in 2 quarters. The position peaked at $2.59K in Q1 2026. 13 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • AssetMark Inc reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 39 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $2.59K.
  • AssetMark Inc first reported a position in WisdomTree Global High Dividend Fund in Q4 2025 and held it in 2 quarters.
  • AssetMark Inc's WisdomTree Global High Dividend Fund position peaked at $2.59K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.