Vertex Planning Partners’s WisdomTree Global High Dividend Fund DEW Stock Holding History

Vertex Planning Partners’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	$364K	Buy	5,300 +266	+5%	+$18.2K	0.05%	116
2026 Q1	$334K	Hold	5,034	–	–	0.06%	104
2025 Q4	$310K	Hold	5,034	–	–	0.07%	104
2025 Q3	$303K	Sell	5,034 -35	-0.7%	-$2.06K	0.06%	160
2025 Q2	$290K	Sell	5,069 -389	-7%	-$21.6K	0.06%	154
2025 Q1	$306K	Hold	5,458	–	–	0.07%	140
2024 Q4	$286K	Sell	5,458 -158	-3%	-$8.59K	0.06%	150
2024 Q3	$308K	Buy	5,616 +1	+0%	+$53	0.07%	125
2024 Q2	$281K	Sell	5,615 -1,372	-20%	-$69.1K	0.07%	129
2024 Q1	$355K	Buy	6,987 +1	+0%	+$49	0.1%	112
2023 Q4	$341K	Sell	6,986 -5,221	-43%	-$240K	0.1%	110
2023 Q3	$553K	Sell	12,207 -22,486	-65%	-$1.05M	0.19%	65
2023 Q2	$1.61M	Sell	34,693 -465,244	-93%	-$21.7M	0.55%	29
2023 Q1	$23.4M	Sell	499,937 -6,421	-1%	-$306K	8.81%	3
2022 Q4	$23.7M	Buy	+506,358	New	+$22.9M	9.24%	3

Other funds holding DEW

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

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 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 $790M AUM 18.43% 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

Vertex Planning Partners's DEW Position: Q2 2026 in Review

Vertex Planning Partners increased its WisdomTree Global High Dividend Fund (DEW) stake by 5.3% in Q2 2026, buying an estimated $18.2K and bringing the position to 5,300 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #116.

Vertex Planning Partners first reported a position in DEW in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.7M in Q4 2022. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

Vertex Planning Partners held 5,300 shares of WisdomTree Global High Dividend Fund worth $364K as of Q2 2026.
Vertex Planning Partners bought 266 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $18.2K.
WisdomTree Global High Dividend Fund made up 0.05% of Vertex Planning Partners's portfolio in Q2 2026, its #116 holding.
Vertex Planning Partners first reported a position in WisdomTree Global High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Vertex Planning Partners's WisdomTree Global High Dividend Fund position peaked at $23.7M in Q4 2022.
44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.