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Godfrey Financial Associates’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Godfrey Financial Associates’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 		$10.7K Buy
156
+2
+1% +$137 0.01% 435
2026
Q1 		$10.2K Buy
154
+1
+0.7% +$66 0.01% 422
2025
Q4 		$9.42K Buy
+153
New +$9.27K 0.01% 422

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

Godfrey Financial Associates's DEW Position: Q2 2026 in Review

Godfrey Financial Associates increased its WisdomTree Global High Dividend Fund (DEW) stake by 1.3% in Q2 2026, buying an estimated $137 and bringing the position to 156 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #435.

Godfrey Financial Associates 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.

  • Godfrey Financial Associates held 156 shares of WisdomTree Global High Dividend Fund worth $10.7K as of Q2 2026.
  • Godfrey Financial Associates bought 2 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $137.
  • WisdomTree Global High Dividend Fund made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #435 holding.
  • Godfrey Financial Associates 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 Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.