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 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

JGCM

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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vertex Planning Partners's DEW Position: Q1 2026 in Review

Vertex Planning Partners held its WisdomTree Global High Dividend Fund (DEW) position steady in Q1 2026 at 5,034 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #104.

Vertex Planning Partners first reported a position in DEW in Q4 2022 and has held it in 14 quarters since. The position peaked at $23.7M in Q4 2022. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

Vertex Planning Partners held 5,034 shares of WisdomTree Global High Dividend Fund worth $334K as of Q1 2026.
Vertex Planning Partners left its WisdomTree Global High Dividend Fund share count unchanged in Q1 2026.
WisdomTree Global High Dividend Fund made up 0.06% of Vertex Planning Partners's portfolio in Q1 2026, its #104 holding.
Vertex Planning Partners first reported a position in WisdomTree Global High Dividend Fund in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's WisdomTree Global High Dividend Fund position peaked at $23.7M in Q4 2022.
41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.