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Joseph Group Capital Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Joseph Group Capital 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 		$14.3M Sell
207,600
-1,565
-0.7% -$107K 3% 9
2026
Q1 		$13.9M Sell
209,165
-15,585
-7% -$1.03M 3.47% 6
2025
Q4 		$13.8M Buy
224,750
+3,098
+1% +$188K 3.64% 7
2025
Q3 		$13.3M Buy
221,652
+2,747
+1% +$162K 3.76% 6
2025
Q2 		$12.5M Buy
218,905
+1,916
+0.9% +$106K 4.2% 4
2025
Q1 		$12.2M Buy
216,989
+1,567
+0.7% +$85.6K 4.65% 4
2024
Q4 		$11.3M Sell
215,422
-3,040
-1% -$165K 4.44% 5
2024
Q3 		$12M Buy
218,462
+6,152
+3% +$326K 4.58% 6
2024
Q2 		$10.6M Buy
212,310
+77
+0% +$3.88K 5.51% 5
2024
Q1 		$10.8M Sell
212,233
-90,922
-30% -$4.44M 5.41% 6
2023
Q4 		$14.8M Buy
303,155
+11,272
+4% +$519K 8.59% 3
2023
Q3 		$13.2M Buy
291,883
+12,526
+4% +$587K 9.53% 2
2023
Q2 		$13M Buy
279,357
+15,549
+6% +$726K 10.93% 3
2023
Q1 		$12.3M Buy
263,808
+11,148
+4% +$532K 10.83% 3
2022
Q4 		$11.8M Buy
252,660
+2,511
+1% +$114K 11.23% 3
2022
Q3 		$10.3M Buy
250,149
+30,877
+14% +$1.41M 11.23% 3
2022
Q2 		$10.1M Buy
+219,272
New +$10.8M 10.1% 3

Other funds holding DEW

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
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Joseph Group Capital Management's DEW Position: Q2 2026 in Review

Joseph Group Capital Management reduced its WisdomTree Global High Dividend Fund (DEW) stake by 0.75% in Q2 2026, selling an estimated $107K and leaving 207,600 shares worth $14.3M. The position accounts for 3% of the portfolio, ranked #9.

Joseph Group Capital Management first reported a position in DEW in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.8M in Q4 2023. 21 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • Joseph Group Capital Management held 207,600 shares of WisdomTree Global High Dividend Fund worth $14.3M as of Q2 2026.
  • Joseph Group Capital Management sold 1,565 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $107K.
  • WisdomTree Global High Dividend Fund made up 3% of Joseph Group Capital Management's portfolio in Q2 2026, its #9 holding.
  • Joseph Group Capital Management first reported a position in WisdomTree Global High Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • Joseph Group Capital Management's WisdomTree Global High Dividend Fund position peaked at $14.8M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.