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 Q2	–	Sell	-1,063	Closed	-$70.5K	–	423
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

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

WealthShield Partners's DEW Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree Global High Dividend Fund (DEW) in Q2 2026, closing a stake of 1,063 shares — an estimated $70.5K sold.

WealthShield Partners first reported a position in DEW in Q1 2023 and held it in 13 quarters. The position peaked at $70.5K in Q1 2026. 44 funds tracked by Wall St. Rank hold DEW as of Q2 2026.

WealthShield Partners reported no remaining WisdomTree Global High Dividend Fund position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,063 WisdomTree Global High Dividend Fund shares in Q2 2026, an estimated $70.5K.
WealthShield Partners first reported a position in WisdomTree Global High Dividend Fund in Q1 2023 and held it in 13 quarters.
WealthShield Partners's WisdomTree Global High Dividend Fund position peaked at $70.5K in Q1 2026.
44 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.