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Clearstead Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Clearstead Advisors’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 		$97.1K Buy
1,414
+15
+1% +$1.02K ﹤0.01% 1298
2026
Q1 		$92.8K Buy
1,399
+4
+0.3% +$263 ﹤0.01% 1150
2025
Q4 		$85.9K Buy
1,395
+10
+0.7% +$606 ﹤0.01% 1171
2025
Q3 		$83.3K Buy
1,385
+9
+0.7% +$531 ﹤0.01% 1103
2025
Q2 		$78.6K Sell
1,376
-84
-6% -$4.66K ﹤0.01% 1141
2025
Q1 		$81.9K Buy
1,460
+107
+8% +$5.84K ﹤0.01% 1033
2024
Q4 		$70.8K Buy
1,353
+10
+0.7% +$543 ﹤0.01% 1092
2024
Q3 		$73.6K Buy
1,343
+10
+0.8% +$530 ﹤0.01% 1110
2024
Q2 		$66.7K Buy
+1,333
New +$67.1K ﹤0.01% 1095

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
LPL Financial
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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Clearstead Advisors's DEW Position: Q2 2026 in Review

Clearstead Advisors increased its WisdomTree Global High Dividend Fund (DEW) stake by 1.1% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,414 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Clearstead Advisors first reported a position in DEW in Q2 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • Clearstead Advisors held 1,414 shares of WisdomTree Global High Dividend Fund worth $97.1K as of Q2 2026.
  • Clearstead Advisors bought 15 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $1.02K.
  • WisdomTree Global High Dividend Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1298 holding.
  • Clearstead Advisors first reported a position in WisdomTree Global High Dividend Fund in Q2 2024 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.