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 Q3	$6.61M	Buy	95,907 +3,806	+4%	+$272K	5.88%	6
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

Joseph Group Capital Management Columbus, Ohio $562M AUM 15.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Stonebridge Wealth Management's DEW Position: Q3 2026 in Review

Stonebridge Wealth Management increased its WisdomTree Global High Dividend Fund (DEW) stake by 4.1% in Q3 2026, buying an estimated $272K and bringing the position to 95,907 shares worth $6.61M. The position accounts for 5.88% of the portfolio, ranked #6.

Stonebridge Wealth Management first reported a position in DEW in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold DEW as of Q3 2026.

Stonebridge Wealth Management held 95,907 shares of WisdomTree Global High Dividend Fund worth $6.61M as of Q3 2026.
Stonebridge Wealth Management bought 3,806 WisdomTree Global High Dividend Fund shares in Q3 2026, an estimated $272K.
WisdomTree Global High Dividend Fund made up 5.88% of Stonebridge Wealth Management's portfolio in Q3 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 6 quarters since.
22 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.