Institute for Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Institute for Wealth Management’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	$41.3K	Buy	+601	New	+$41.1K	﹤0.01%	921
2020 Q1	–	Sell	-1,737	Closed	-$84K	–	428
2019 Q4	$84K	Buy	+1,737	New	+$82K	0.02%	485

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 23.07% 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 $781M AUM 27.68% 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

Institute for Wealth Management's DEW Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Global High Dividend Fund (DEW) in Q2 2026: 601 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DEW as recently as Q4 2019.

Institute for Wealth Management first reported a position in DEW in Q4 2019 and has held it in 2 quarters since. The position peaked at $84K in Q4 2019. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

Institute for Wealth Management held 601 shares of WisdomTree Global High Dividend Fund worth $41.3K as of Q2 2026.
WisdomTree Global High Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #921 holding.
Institute for Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's WisdomTree Global High Dividend Fund position peaked at $84K in Q4 2019.
44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.