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 Q2	$281K	Buy	+4,092	New	+$280K	0.01%	767
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFG Advisory's DEW Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree Global High Dividend Fund (DEW) in Q2 2026: 4,092 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DEW as recently as Q4 2025.

IFG Advisory 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.

IFG Advisory held 4,092 shares of WisdomTree Global High Dividend Fund worth $281K as of Q2 2026.
WisdomTree Global High Dividend Fund was a new IFG Advisory position in Q2 2026.
WisdomTree Global High Dividend Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #767 holding.
IFG Advisory 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.