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

Global Retirement 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 		$784K Buy
+11,414
New +$780K 0.01% 841
2025
Q4 		$703K Hold
11,414
– – 0.01% 784
2025
Q3 		$686K Hold
11,414
– – 0.02% 650
2025
Q2 		$652K Buy
+11,414
New +$633K 0.02% 638

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

Global Retirement Partners's DEW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Global High Dividend Fund (DEW) in Q2 2026: 11,414 shares worth $784K. The stake represents 0.01% of the portfolio and ranks #841 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DEW as recently as Q4 2025.

Global Retirement Partners first reported a position in DEW in Q2 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • Global Retirement Partners held 11,414 shares of WisdomTree Global High Dividend Fund worth $784K as of Q2 2026.
  • WisdomTree Global High Dividend Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Global High Dividend Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #841 holding.
  • Global Retirement Partners first reported a position in WisdomTree Global High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.