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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 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. 21 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.
  • 21 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.