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Legacy Wealth Management (Idaho)’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Legacy Wealth Management (Idaho)’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
2025
Q2 		– Sell
-766
Closed -$43K – 774
2025
Q1 		$43K Buy
+766
New +$41.8K 0.03% 159

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DEW Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2025, closing a stake of 766 shares — an estimated $43K sold.

Legacy Wealth Management (Idaho) first reported a position in DEW in Q1 2025 and held it in 1 quarter. The position peaked at $43K in Q1 2025. 39 funds tracked by Wall St. Rank hold DEW as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 766 WisdomTree Global High Dividend Fund shares in Q2 2025, an estimated $43K.
  • Legacy Wealth Management (Idaho) first reported a position in WisdomTree Global High Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s WisdomTree Global High Dividend Fund position peaked at $43K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.