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

Raymond James 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	$5.01M	Sell	72,968 -1,322	-2%	-$90.4K	﹤0.01%	2729
2026 Q1	$4.93M	Buy	74,290 +1,257	+2%	+$82.8K	﹤0.01%	2607
2025 Q4	$4.5M	Buy	73,033 +679	+0.9%	+$41.1K	﹤0.01%	2598
2025 Q3	$4.35M	Buy	72,354 +1,403	+2%	+$82.8K	﹤0.01%	2562
2025 Q2	$4.05M	Buy	70,951 +1,082	+2%	+$60K	﹤0.01%	2519
2025 Q1	$3.92M	Sell	69,869 -42,679	-38%	-$2.33M	﹤0.01%	2490
2024 Q4	$5.89M	Buy	+112,548	New	+$6.12M	﹤0.01%	2219

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Raymond James Financial's DEW Position: Q2 2026 in Review

Raymond James Financial reduced its WisdomTree Global High Dividend Fund (DEW) stake by 1.8% in Q2 2026, selling an estimated $90.4K and leaving 72,968 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Raymond James Financial first reported a position in DEW in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.89M in Q4 2024. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

Raymond James Financial held 72,968 shares of WisdomTree Global High Dividend Fund worth $5.01M as of Q2 2026.
Raymond James Financial sold 1,322 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $90.4K.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2729 holding.
Raymond James Financial first reported a position in WisdomTree Global High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's WisdomTree Global High Dividend Fund position peaked at $5.89M in Q4 2024.
44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.