UBS Group
DEW icon

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

UBS Group’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 		$2.2M Sell
33,146
-295
-0.9% -$19.4K ﹤0.01% 4885
2025
Q4 		$2.06M Sell
33,441
-238
-0.7% -$14.4K ﹤0.01% 4955
2025
Q3 		$2.03M Sell
33,679
-101
-0.3% -$5.96K ﹤0.01% 4942
2025
Q2 		$1.93M Sell
33,780
-13,107
-28% -$727K ﹤0.01% 4858
2025
Q1 		$2.63M Sell
46,887
-2,524
-5% -$138K ﹤0.01% 4451
2024
Q4 		$2.59M Sell
49,411
-188
-0.4% -$10.2K ﹤0.01% 4476
2024
Q3 		$2.72M Sell
49,599
-876
-2% -$46.4K ﹤0.01% 3690
2024
Q2 		$2.53M Buy
50,475
+162
+0.3% +$8.16K ﹤0.01% 3521
2024
Q1 		$2.56M Sell
50,313
-3,882
-7% -$190K ﹤0.01% 3699
2023
Q4 		$2.65M Buy
54,195
+151
+0.3% +$6.95K ﹤0.01% 3513
2023
Q3 		$2.45M Buy
54,044
+327
+0.6% +$15.3K ﹤0.01% 3247
2023
Q2 		$2.5M Sell
53,717
-5,512
-9% -$257K ﹤0.01% 3316
2023
Q1 		$2.77M Sell
59,229
-286
-0.5% -$13.6K ﹤0.01% 3080
2022
Q4 		$2.79M Sell
59,515
-753
-1% -$34.1K ﹤0.01% 3049
2022
Q3 		$2.48M Buy
60,268
+2,396
+4% +$110K ﹤0.01% 2971
2022
Q2 		$2.66M Buy
57,872
+1,663
+3% +$81.7K ﹤0.01% 2904
2022
Q1 		$2.87M Sell
56,209
-539
-0.9% -$27.2K ﹤0.01% 3094
2021
Q4 		$2.84M Buy
56,748
+45,330
+397% +$2.2M ﹤0.01% 3420
2021
Q3 		$535K Buy
11,418
+4,923
+76% +$239K ﹤0.01% 4691
2021
Q2 		$313K Sell
6,495
-345
-5% -$16.8K ﹤0.01% 5058
2021
Q1 		$321K Sell
6,840
-1,376
-17% -$61.8K ﹤0.01% 5170
2020
Q4 		$351K Sell
8,216
-1,831
-18% -$74.3K ﹤0.01% 4861
2020
Q3 		$380K Sell
10,047
-960
-9% -$37.8K ﹤0.01% 4376
2020
Q2 		$422K Sell
11,007
-4,840
-31% -$180K ﹤0.01% 4284
2020
Q1 		$541K Sell
15,847
-8,900
-36% -$386K ﹤0.01% 3895
2019
Q4 		$1.2M Buy
24,747
+561
+2% +$26.5K ﹤0.01% 4035
2019
Q3 		$1.11M Sell
24,186
-837
-3% -$38.3K ﹤0.01% 3872
2019
Q2 		$1.16M Sell
25,023
-1,550
-6% -$71.6K ﹤0.01% 3632
2019
Q1 		$1.23M Sell
26,573
-896
-3% -$40.3K ﹤0.01% 3409
2018
Q4 		$1.15M Sell
27,469
-1,816
-6% -$80.8K ﹤0.01% 3546
2018
Q3 		$1.36M Buy
29,285
+3,881
+15% +$181K ﹤0.01% 3553
2018
Q2 		$1.16M Buy
25,404
+1,333
+6% +$62.4K ﹤0.01% 3643
2018
Q1 		$1.12M Buy
24,071
+721
+3% +$34.8K ﹤0.01% 3620
2017
Q4 		$1.13M Sell
23,350
-1,399
-6% -$66.6K ﹤0.01% 3686
2017
Q3 		$1.17M Buy
24,749
+912
+4% +$42.2K ﹤0.01% 3575
2017
Q2 		$1.08M Buy
23,837
+921
+4% +$41.7K ﹤0.01% 3552
2017
Q1 		$1.03M Buy
22,916
+1,526
+7% +$67.9K ﹤0.01% 3502
2016
Q4 		$930K Sell
21,390
-2,140
-9% -$90.9K ﹤0.01% 3602
2016
Q3 		$1.01M Buy
23,530
+2,646
+13% +$113K ﹤0.01% 3422
2016
Q2 		$870K Sell
20,884
-5,575
-21% -$229K ﹤0.01% 3498
2016
Q1 		$1.08M Buy
26,459
+1,410
+6% +$54K ﹤0.01% 3181
2015
Q4 		$987K Sell
25,049
-4,172
-14% -$168K ﹤0.01% 3416
2015
Q3 		$1.12M Sell
29,221
-3,273
-10% -$136K ﹤0.01% 3250
2015
Q2 		$1.41M Buy
32,494
+3,268
+11% +$150K ﹤0.01% 3293
2015
Q1 		$1.3M Buy
29,226
+2,657
+10% +$118K ﹤0.01% 3338
2014
Q4 		$1.17M Buy
+26,569
New +$1.2M ﹤0.01% 3442

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
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's DEW Position: Q1 2026 in Review

UBS Group reduced its WisdomTree Global High Dividend Fund (DEW) stake by 0.88% in Q1 2026, selling an estimated $19.4K and leaving 33,146 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4885.

UBS Group first reported a position in DEW in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.87M in Q1 2022. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

  • UBS Group held 33,146 shares of WisdomTree Global High Dividend Fund worth $2.2M as of Q1 2026.
  • UBS Group sold 295 WisdomTree Global High Dividend Fund shares in Q1 2026, an estimated $19.4K.
  • WisdomTree Global High Dividend Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4885 holding.
  • UBS Group first reported a position in WisdomTree Global High Dividend Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WisdomTree Global High Dividend Fund position peaked at $2.87M in Q1 2022.
  • 41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.