Daymark Wealth Partners
DEW icon

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
Q3 		$402K Hold
5,828
– – 0.01% 583
2026
Q2 		$400K Buy
+5,828
New +$398K 0.01% 544

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LPL Financial
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Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Daymark Wealth Partners's DEW Position: Q3 2026 in Review

Daymark Wealth Partners held its WisdomTree Global High Dividend Fund (DEW) position steady in Q3 2026 at 5,828 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #583.

Daymark Wealth Partners first reported a position in DEW in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold DEW as of Q3 2026.

  • Daymark Wealth Partners held 5,828 shares of WisdomTree Global High Dividend Fund worth $402K as of Q3 2026.
  • Daymark Wealth Partners left its WisdomTree Global High Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree Global High Dividend Fund made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #583 holding.
  • Daymark Wealth Partners first reported a position in WisdomTree Global High Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.