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Creekmur Asset Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Creekmur Asset 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
2025
Q3 		$335K Buy
5,566
+462
+9% +$27.3K 0.06% 153
2025
Q2 		$292K Sell
5,104
-621
-11% -$34.5K 0.05% 191
2025
Q1 		$321K Buy
5,725
+148
+3% +$8.08K 0.07% 146
2024
Q4 		$292K Hold
5,577
– – 0.07% 105
2024
Q3 		$306K Buy
5,577
+656
+13% +$34.7K 0.07% 95
2024
Q2 		$246K Buy
4,921
+1,295
+36% +$65.2K 0.06% 109
2024
Q1 		$184K Buy
+3,626
New +$177K 0.06% 121

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creekmur Asset Management's DEW Position: Q3 2025 in Review

Creekmur Asset Management increased its WisdomTree Global High Dividend Fund (DEW) stake by 9.1% in Q3 2025, buying an estimated $27.3K and bringing the position to 5,566 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #153.

Creekmur Asset Management first reported a position in DEW in Q1 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold DEW as of Q3 2025.

  • Creekmur Asset Management held 5,566 shares of WisdomTree Global High Dividend Fund worth $335K as of Q3 2025.
  • Creekmur Asset Management bought 462 WisdomTree Global High Dividend Fund shares in Q3 2025, an estimated $27.3K.
  • WisdomTree Global High Dividend Fund made up 0.06% of Creekmur Asset Management's portfolio in Q3 2025, its #153 holding.
  • Creekmur Asset Management first reported a position in WisdomTree Global High Dividend Fund in Q1 2024 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.