LPL Financial
DEW icon

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

LPL Financial’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 		$9.5M Buy
138,300
+14,373
+12% +$982K ﹤0.01% 2194
2026
Q1 		$8.22M Buy
123,927
+4,071
+3% +$268K ﹤0.01% 2159
2025
Q4 		$7.38M Sell
119,856
-3,495
-3% -$212K ﹤0.01% 2198
2025
Q3 		$7.42M Sell
123,351
-25
-0% -$1.48K ﹤0.01% 2154
2025
Q2 		$7.05M Sell
123,376
-1,159
-0.9% -$64.3K ﹤0.01% 2021
2025
Q1 		$6.99M Buy
124,535
+18,338
+17% +$1M ﹤0.01% 1869
2024
Q4 		$5.56M Buy
106,197
+6,961
+7% +$378K ﹤0.01% 1997
2024
Q3 		$5.44M Buy
99,236
+4,975
+5% +$263K ﹤0.01% 1930
2024
Q2 		$4.72M Sell
94,261
-497
-0.5% -$25K ﹤0.01% 1908
2024
Q1 		$4.82M Sell
94,758
-55,740
-37% -$2.72M ﹤0.01% 1813
2023
Q4 		$7.35M Sell
150,498
-54,136
-26% -$2.49M ﹤0.01% 1443
2023
Q3 		$9.28M Buy
204,634
+4,756
+2% +$223K 0.01% 1209
2023
Q2 		$9.3M Buy
199,878
+48,396
+32% +$2.26M 0.01% 1181
2023
Q1 		$7.09M Sell
151,482
-63,484
-30% -$3.03M 0.01% 1295
2022
Q4 		$10.1M Buy
214,966
+118,920
+124% +$5.38M 0.01% 1025
2022
Q3 		$3.95M Sell
96,046
-4,560
-5% -$208K ﹤0.01% 1536
2022
Q2 		$4.63M Buy
100,606
+42,343
+73% +$2.08M ﹤0.01% 1466
2022
Q1 		$2.98M Buy
58,263
+666
+1% +$33.6K ﹤0.01% 1760
2021
Q4 		$2.88M Buy
57,597
+5,101
+10% +$248K ﹤0.01% 1823
2021
Q3 		$2.46M Buy
52,496
+2,849
+6% +$138K ﹤0.01% 1892
2021
Q2 		$2.39M Buy
49,647
+9,627
+24% +$469K ﹤0.01% 1826
2021
Q1 		$1.88M Buy
40,020
+3,052
+8% +$137K ﹤0.01% 1888
2020
Q4 		$1.58M Sell
36,968
-2,212
-6% -$89.7K ﹤0.01% 1842
2020
Q3 		$1.48M Sell
39,180
-2,876
-7% -$113K ﹤0.01% 1634
2020
Q2 		$1.62M Buy
42,056
+1,150
+3% +$42.9K ﹤0.01% 1487
2020
Q1 		$1.4M Buy
40,906
+1,076
+3% +$46.7K ﹤0.01% 1408
2019
Q4 		$1.93M Buy
39,830
+2,707
+7% +$128K ﹤0.01% 1384
2019
Q3 		$1.71M Sell
37,123
-3,466
-9% -$159K ﹤0.01% 1363
2019
Q2 		$1.88M Sell
40,589
-75,043
-65% -$3.47M ﹤0.01% 1291
2019
Q1 		$5.33M Sell
115,632
-75,840
-40% -$3.41M 0.01% 726
2018
Q4 		$7.99M Sell
191,472
-114,734
-37% -$5.1M 0.02% 532
2018
Q3 		$14.2M Sell
306,206
-8,903
-3% -$415K 0.03% 382
2018
Q2 		$14.4M Buy
315,109
+21,339
+7% +$999K 0.04% 348
2018
Q1 		$13.7M Buy
293,770
+12,356
+4% +$596K 0.04% 357
2017
Q4 		$13.7M Buy
281,414
+7,786
+3% +$371K 0.04% 338
2017
Q3 		$12.9M Buy
273,628
+76,365
+39% +$3.53M 0.05% 311
2017
Q2 		$8.92M Buy
197,263
+75,499
+62% +$3.41M 0.03% 389
2017
Q1 		$5.44M Buy
121,764
+62,934
+107% +$2.8M 0.04% 399
2016
Q4 		$2.57M Buy
58,830
+52,620
+847% +$2.24M 0.02% 673
2016
Q3 		$263K Sell
6,210
-86
-1% -$3.67K ﹤0.01% 2222
2016
Q2 		$260K Sell
6,296
-6,237
-50% -$257K ﹤0.01% 2181
2016
Q1 		$501K Buy
12,533
+194
+2% +$7.43K ﹤0.01% 2160
2015
Q4 		$478K Buy
12,339
+6,170
+100% +$249K ﹤0.01% 2216
2015
Q3 		$246K Sell
6,169
-115
-2% -$4.76K ﹤0.01% 2360
2015
Q2 		$269K Sell
6,284
-200
-3% -$9.18K ﹤0.01% 2396
2015
Q1 		$290K Sell
6,484
-1,184
-15% -$52.7K ﹤0.01% 2281
2014
Q4 		$337K Sell
7,668
-3,773
-33% -$171K ﹤0.01% 2057
2014
Q3 		$525K Buy
11,441
+1,854
+19% +$90.4K ﹤0.01% 1745
2014
Q2 		$473K Buy
9,587
+2,475
+35% +$121K ﹤0.01% 1843
2014
Q1 		$338K Sell
7,112
-3,079
-30% -$143K ﹤0.01% 2054
2013
Q4 		$488K Buy
10,191
+3,353
+49% +$158K ﹤0.01% 1742
2013
Q3 		$320K Buy
6,838
+34
+0.5% +$1.51K ﹤0.01% 1965
2013
Q2 		$286K Buy
+6,804
New +$304K ﹤0.01% 1940

Other funds holding DEW

JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 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

LPL Financial's DEW Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Global High Dividend Fund (DEW) stake by 12% in Q2 2026, buying an estimated $982K and bringing the position to 138,300 shares worth $9.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

LPL Financial first reported a position in DEW in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.4M in Q2 2018. 21 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

  • LPL Financial held 138,300 shares of WisdomTree Global High Dividend Fund worth $9.5M as of Q2 2026.
  • LPL Financial bought 14,373 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $982K.
  • WisdomTree Global High Dividend Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2194 holding.
  • LPL Financial first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's WisdomTree Global High Dividend Fund position peaked at $14.4M in Q2 2018.
  • 21 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.