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

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

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. 44 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.
  • 44 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.