Stonebridge Wealth Management’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Stonebridge Wealth Management’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	$6.33M	Buy	92,101 +1,065	+1%	+$72.8K	5.66%	6
2026 Q1	$6.04M	Buy	91,036 +3,248	+4%	+$214K	5.79%	6
2025 Q4	$5.41M	Sell	87,788 -3,294	-4%	-$200K	5.11%	6
2025 Q3	$5.48M	Sell	91,082 -2,318	-2%	-$137K	4.7%	8
2025 Q2	$5.33M	Buy	+93,400	New	+$5.18M	5.03%	7

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Stonebridge Wealth Management's DEW Position: Q2 2026 in Review

Stonebridge Wealth Management increased its WisdomTree Global High Dividend Fund (DEW) stake by 1.2% in Q2 2026, buying an estimated $72.8K and bringing the position to 92,101 shares worth $6.33M. The position accounts for 5.66% of the portfolio, ranked #6.

Stonebridge Wealth Management first reported a position in DEW in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

Stonebridge Wealth Management held 92,101 shares of WisdomTree Global High Dividend Fund worth $6.33M as of Q2 2026.
Stonebridge Wealth Management bought 1,065 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $72.8K.
WisdomTree Global High Dividend Fund made up 5.66% of Stonebridge Wealth Management's portfolio in Q2 2026, its #6 holding.
Stonebridge Wealth Management first reported a position in WisdomTree Global High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.