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 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 $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's DEW Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree Global High Dividend Fund (DEW) stake by 1.7% in Q1 2026, buying an estimated $82.8K and bringing the position to 74,290 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Raymond James Financial first reported a position in DEW in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.89M in Q4 2024. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

Raymond James Financial held 74,290 shares of WisdomTree Global High Dividend Fund worth $4.93M as of Q1 2026.
Raymond James Financial bought 1,257 WisdomTree Global High Dividend Fund shares in Q1 2026, an estimated $82.8K.
WisdomTree Global High Dividend Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2607 holding.
Raymond James Financial first reported a position in WisdomTree Global High Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree Global High Dividend Fund position peaked at $5.89M in Q4 2024.
41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.