UBS AM
DEW icon

UBS AM’s WisdomTree Global High Dividend Fund DEW Stock Holding History

UBS AM’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
2025
Q3 		– Sell
-1,103
Closed -$63K – 2366
2025
Q2 		$63K Buy
+1,103
New +$61.2K ﹤0.01% 2599

Other funds holding DEW

Joseph Group Capital Management
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
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS AM's DEW Position: Q3 2025 in Review

UBS AM sold out of WisdomTree Global High Dividend Fund (DEW) in Q3 2025, closing a stake of 1,103 shares — an estimated $63K sold.

UBS AM first reported a position in DEW in Q2 2025 and held it in 1 quarter. The position peaked at $63K in Q2 2025. 39 funds tracked by Wall St. Rank hold DEW as of Q3 2025.

  • UBS AM reported no remaining WisdomTree Global High Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 1,103 WisdomTree Global High Dividend Fund shares in Q3 2025, an estimated $63K.
  • UBS AM first reported a position in WisdomTree Global High Dividend Fund in Q2 2025 and held it in 1 quarter.
  • UBS AM's WisdomTree Global High Dividend Fund position peaked at $63K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.