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

WealthShield 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 		$70.5K Hold
1,063
– – 0.01% 430
2025
Q4 		$65.5K Hold
1,063
– – 0.01% 425
2025
Q3 		$63.9K Buy
1,063
+282
+36% +$16.6K 0.01% 424
2025
Q2 		$44.6K Hold
781
– – 0.01% 427
2025
Q1 		$43.8K Sell
781
-55
-7% -$3K 0.01% 418
2024
Q4 		$43.7K Hold
836
– – 0.01% 384
2024
Q3 		$45.8K Sell
836
-32
-4% -$1.7K 0.01% 389
2024
Q2 		$43.4K Hold
868
– – 0.01% 363
2024
Q1 		$44.1K Buy
868
+371
+75% +$18.1K 0.01% 354
2023
Q4 		$24.3K Hold
497
– – ﹤0.01% 399
2023
Q3 		$22.5K Buy
497
+23
+5% +$1.08K ﹤0.01% 406
2023
Q2 		$22.1K Hold
474
– – ﹤0.01% 416
2023
Q1 		$22.2K Buy
+474
New +$22.6K ﹤0.01% 411

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

WealthShield Partners's DEW Position: Q1 2026 in Review

WealthShield Partners held its WisdomTree Global High Dividend Fund (DEW) position steady in Q1 2026 at 1,063 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #430.

WealthShield Partners first reported a position in DEW in Q1 2023 and has held it in 13 quarters since. 41 funds tracked by Wall St. Rank hold DEW as of Q1 2026.

  • WealthShield Partners held 1,063 shares of WisdomTree Global High Dividend Fund worth $70.5K as of Q1 2026.
  • WealthShield Partners left its WisdomTree Global High Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Global High Dividend Fund made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #430 holding.
  • WealthShield Partners first reported a position in WisdomTree Global High Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.