Daymark Wealth Partners’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Daymark Wealth Partners’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	$400K	Buy	+5,828	New	+$398K	0.01%	544

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Daymark Wealth Partners's DEW Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in WisdomTree Global High Dividend Fund (DEW) in Q2 2026: 5,828 shares worth $400K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings.

44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

Daymark Wealth Partners held 5,828 shares of WisdomTree Global High Dividend Fund worth $400K as of Q2 2026.
WisdomTree Global High Dividend Fund was a new Daymark Wealth Partners position in Q2 2026.
WisdomTree Global High Dividend Fund made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #544 holding.
44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.