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IFG Advisory’s WisdomTree Global High Dividend Fund DEW Stock Holding History

IFG Advisory’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
Q1 		– Sell
-4,092
Closed -$252K – 445
2025
Q4 		$252K Hold
4,092
– – 0.01% 677
2025
Q3 		$246K Hold
4,092
– – 0.01% 687
2025
Q2 		$234K Buy
+4,092
New +$227K 0.01% 678

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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFG Advisory's DEW Position: Q1 2026 in Review

IFG Advisory sold out of WisdomTree Global High Dividend Fund (DEW) in Q1 2026, closing a stake of 4,092 shares — an estimated $252K sold.

IFG Advisory first reported a position in DEW in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q4 2025. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

  • IFG Advisory reported no remaining WisdomTree Global High Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 4,092 WisdomTree Global High Dividend Fund shares in Q1 2026, an estimated $252K.
  • IFG Advisory first reported a position in WisdomTree Global High Dividend Fund in Q2 2025 and held it in 3 quarters.
  • IFG Advisory's WisdomTree Global High Dividend Fund position peaked at $252K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.