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Key Financial Inc’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Key Financial Inc’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 		$167K Hold
2,433
– – 0.03% 333
2026
Q1 		$161K Sell
2,433
-76
-3% -$5K 0.03% 322
2025
Q4 		$155K Hold
2,509
– – 0.03% 330
2025
Q3 		$151K Hold
2,509
– – 0.03% 335
2025
Q2 		$143K Hold
2,509
– – 0.03% 324
2025
Q1 		$141K Hold
2,509
– – 0.03% 310
2024
Q4 		$131K Buy
2,509
+1,730
+222% +$94K 0.03% 310
2024
Q3 		$42.7K Buy
779
+63
+9% +$3.34K 0.01% 503
2024
Q2 		$35.8K Buy
716
+207
+41% +$10.4K 0.01% 523
2024
Q1 		$25.9K Hold
509
– – 0.01% 565
2023
Q4 		$24.8K Hold
509
– – 0.01% 550
2023
Q3 		$23.1K Hold
509
– – 0.01% 540
2023
Q2 		$23.7K Hold
509
– – 0.01% 542
2023
Q1 		$23.8K Buy
+509
New +$24.3K 0.01% 512

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
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

Key Financial Inc's DEW Position: Q2 2026 in Review

Key Financial Inc held its WisdomTree Global High Dividend Fund (DEW) position steady in Q2 2026 at 2,433 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #333.

Key Financial Inc first reported a position in DEW in Q1 2023 and has held it in 14 quarters since. 21 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • Key Financial Inc held 2,433 shares of WisdomTree Global High Dividend Fund worth $167K as of Q2 2026.
  • Key Financial Inc left its WisdomTree Global High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Global High Dividend Fund made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #333 holding.
  • Key Financial Inc first reported a position in WisdomTree Global High Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.