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

E-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 		$354K Buy
5,152
+66
+1% +$4.51K 0.26% 48
2026
Q1 		$337K Buy
5,086
+20
+0.4% +$1.32K 0.27% 48
2025
Q4 		$312K Buy
+5,066
New +$307K 0.26% 50

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

E-Wealth Partners's DEW Position: Q2 2026 in Review

E-Wealth Partners increased its WisdomTree Global High Dividend Fund (DEW) stake by 1.3% in Q2 2026, buying an estimated $4.51K and bringing the position to 5,152 shares worth $354K. The position accounts for 0.26% of the portfolio, ranked #48.

E-Wealth Partners first reported a position in DEW in Q4 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • E-Wealth Partners held 5,152 shares of WisdomTree Global High Dividend Fund worth $354K as of Q2 2026.
  • E-Wealth Partners bought 66 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $4.51K.
  • WisdomTree Global High Dividend Fund made up 0.26% of E-Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • E-Wealth Partners first reported a position in WisdomTree Global High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.