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&Partners’s WisdomTree Global High Dividend Fund DEW Stock Holding History

&Partners’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
Q1 		$313K Buy
4,715
+16
+0.3% +$1.05K ﹤0.01% 1968
2025
Q4 		$289K Buy
4,699
+36
+0.8% +$2.18K ﹤0.01% 1935
2025
Q3 		$280K Buy
4,663
+705
+18% +$41.6K ﹤0.01% 1791
2025
Q2 		$226K Buy
3,958
+59
+2% +$3.27K ﹤0.01% 1771
2025
Q1 		$218K Buy
+3,899
New +$213K ﹤0.01% 1593

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's DEW Position: Q1 2026 in Review

&Partners increased its WisdomTree Global High Dividend Fund (DEW) stake by 0.34% in Q1 2026, buying an estimated $1.05K and bringing the position to 4,715 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

&Partners first reported a position in DEW in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

  • &Partners held 4,715 shares of WisdomTree Global High Dividend Fund worth $313K as of Q1 2026.
  • &Partners bought 16 WisdomTree Global High Dividend Fund shares in Q1 2026, an estimated $1.05K.
  • WisdomTree Global High Dividend Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1968 holding.
  • &Partners first reported a position in WisdomTree Global High Dividend Fund in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.