Global Financial Private Client’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-468	Closed	-$26.3K	–	568
2025 Q1	$26.3K	Hold	468	–	–	0.01%	407
2024 Q4	$24.5K	Hold	468	–	–	0.01%	398
2024 Q3	$25.7K	Hold	468	–	–	0.01%	397
2024 Q2	$23.4K	Hold	468	–	–	0.01%	371
2024 Q1	$23.6K	Hold	468	–	–	0.01%	380
2023 Q4	$22.8K	Hold	468	–	–	0.01%	381
2023 Q3	$20.9K	Hold	468	–	–	0.01%	370
2023 Q2	$21.9K	Hold	468	–	–	0.01%	366
2023 Q1	$22.1K	Hold	468	–	–	0.01%	362
2022 Q4	$21.9K	Hold	468	–	–	0.01%	351
2022 Q3	$19.7K	Hold	468	–	–	0.01%	354
2022 Q2	$21.7K	Hold	468	–	–	0.01%	337
2022 Q1	$24.1K	Hold	468	–	–	0.01%	332
2021 Q4	$23.4K	Buy	+468	New	+$22.7K	0.01%	326

Other funds holding DEW

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Financial Private Client's DEW Position: Q2 2025 in Review

Global Financial Private Client sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2025, closing a stake of 468 shares — an estimated $26.3K sold.

Global Financial Private Client first reported a position in DEW in Q4 2021 and held it in 14 quarters. The position peaked at $26.3K in Q1 2025. 39 funds tracked by Wall St. Rank hold DEW as of Q2 2025.

Global Financial Private Client reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 468 WisdomTree Global High Dividend Fund shares in Q2 2025, an estimated $26.3K.
Global Financial Private Client first reported a position in WisdomTree Global High Dividend Fund in Q4 2021 and held it in 14 quarters.
Global Financial Private Client's WisdomTree Global High Dividend Fund position peaked at $26.3K in Q1 2025.
39 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.