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

Kestra Advisory Services’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	$643K	Buy	9,365 +766	+9%	+$52.4K	﹤0.01%	2136
2026 Q1	$570K	Sell	8,599 -145	-2%	-$9.55K	﹤0.01%	2115
2025 Q4	$539K	Buy	8,744 +2	+0%	+$121	﹤0.01%	2090
2025 Q3	$526K	Sell	8,742 -516	-6%	-$30.4K	﹤0.01%	2030
2025 Q2	$529K	Sell	9,258 -6,999	-43%	-$388K	﹤0.01%	1929
2025 Q1	$912K	Buy	16,257 +6,858	+73%	+$374K	﹤0.01%	1440
2024 Q4	$492K	Sell	9,399 -1,772	-16%	-$96.3K	﹤0.01%	1883
2024 Q3	$612K	Buy	11,171 +2,600	+30%	+$138K	﹤0.01%	1635
2024 Q2	$429K	Buy	8,571 +852	+11%	+$42.9K	﹤0.01%	1880
2024 Q1	$393K	Buy	7,719 +32	+0.4%	+$1.56K	﹤0.01%	1819
2023 Q4	$375K	Sell	7,687 -32,730	-81%	-$1.51M	﹤0.01%	1703
2023 Q3	$1.83M	Buy	+40,417	New	+$1.9M	0.02%	724

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

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 New York $609B AUM 40.19% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Kestra Advisory Services's DEW Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree Global High Dividend Fund (DEW) stake by 8.9% in Q2 2026, buying an estimated $52.4K and bringing the position to 9,365 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Kestra Advisory Services first reported a position in DEW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2023. 21 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

Kestra Advisory Services held 9,365 shares of WisdomTree Global High Dividend Fund worth $643K as of Q2 2026.
Kestra Advisory Services bought 766 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $52.4K.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2136 holding.
Kestra Advisory Services first reported a position in WisdomTree Global High Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's WisdomTree Global High Dividend Fund position peaked at $1.83M in Q3 2023.
21 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.