WisdomTree Global High Dividend Fund (DEW) Institutional Ownership

$49.91
+0.38 (+0.77%)
(As of 04:29 PM ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Global High Dividend Fund (NYSEARCA:DEW)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.71M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.09M
Get DEW Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree Global High Dividend Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DEW Institutional Buying and Selling by Quarter

WisdomTree Global High Dividend Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.89,684$4.56M0.0%+1.3%4.171%
2/13/2024Joseph Group Capital Management303,155$14.80M8.6%+3.9%12.374%
2/1/2024 CWM LLC7,529$367K0.0%N/A0.307%
1/24/2024Stratos Investment Management LLC4,557$222K0.0%N/A0.186%
1/22/2024Hudock Inc.63,502$3.10M0.7%+1.0%2.592%
1/16/2024Raymond James Financial Services Advisors Inc.88,533$4.32M0.0%+3.7%3.614%
1/16/2024Raymond James & Associates15,661$764K0.0%-7.1%0.639%
11/13/2023Joseph Group Capital Management291,883$13.23M9.5%+4.5%11.914%
11/13/2023LPL Financial LLC204,634$9.28M0.0%+2.4%8.352%
11/13/2023Kestra Advisory Services LLC40,417$1.83M0.0%N/A1.650%
11/9/2023UBS Group AG54,044$2.45M0.0%+0.6%2.206%
11/6/2023Hudock Inc.62,898$2.85M0.7%+1.5%2.567%
11/1/2023Orion Portfolio Solutions LLC18,805$853K0.0%+5.0%0.768%
10/24/2023Bank of New York Mellon Corp19,768$896K0.0%N/A0.807%
10/24/2023Raymond James Financial Services Advisors Inc.85,395$3.87M0.0%+1.8%3.486%
10/24/2023Raymond James & Associates16,861$764K0.0%-2.1%0.688%
8/10/2023Joseph Group Capital Management279,357$13.00M10.9%+5.9%11.402%
8/10/2023Private Advisor Group LLC4,473$208K0.0%-10.5%0.183%
7/31/2023LPL Financial LLC199,878$9.30M0.0%+31.9%8.158%
7/31/2023Hudock Inc.61,958$2.88M0.7%+1.2%2.529%
7/25/2023Raymond James Financial Services Advisors Inc.83,903$3.90M0.0%+3.8%3.425%
7/25/2023Raymond James & Associates17,218$801K0.0%-1.9%0.703%
7/13/2023Cambridge Investment Research Advisors Inc.7,698$358K0.0%+4.6%0.314%
5/10/2023LPL Financial LLC151,482$7.09M0.0%-29.5%5.224%
5/8/2023Hudock Inc.61,245$2.87M0.7%N/A2.112%
5/4/2023Joseph Group Capital Management263,808$12.35M10.8%+4.4%9.097%
4/24/2023Asset Dedication LLC27,175$1.27M0.1%+8.1%0.937%
4/14/2023Raymond James Financial Services Advisors Inc.80,844$3.78M0.0%+4.8%2.788%
4/14/2023Raymond James & Associates17,550$821K0.0%-5.7%0.605%
2/9/2023Joseph Group Capital Management252,660$11.83M11.2%+1.0%8.712%
2/8/2023Raymond James Financial Services Advisors Inc.77,122$3.61M0.0%N/A2.659%
2/8/2023UBS Group AG59,515$2.79M0.0%-1.2%2.052%
2/8/2023Orion Portfolio Solutions LLC11,872$556K0.0%+90.1%0.409%
2/7/2023LPL Financial LLC214,966$10.06M0.0%+123.8%7.413%
2/6/2023Vertex Planning Partners LLC506,358$23.70M9.2%N/A17.461%
11/15/2022Flow Traders U.S. LLC11,138$458K0.0%N/A0.446%
11/10/2022UBS Group AG60,268$2.48M0.0%+4.1%2.411%
11/9/2022Joseph Group Capital Management250,149$10.29M11.2%+14.1%10.006%
11/9/2022Orion Portfolio Solutions LLC6,245$257K0.0%N/A0.250%
11/2/2022Rockefeller Capital Management L.P.3,623$149K0.0%+53.1%0.145%
One trade. One ticker. One week. (Ad)

Do you want to target weekly income of up to $2k or more… Starting with just $500... With just one trade per week?

Well, then you should click here to see this free training.
10/27/2022Asset Dedication LLC25,132$1.03M0.1%+81.6%1.005%
10/21/2022Great Valley Advisor Group Inc.18,200$749K0.0%-33.9%0.728%
7/26/2022Legacy Wealth Planning LLC146,777$6.75M9.7%N/A6.672%
7/22/2022Urban Wealth Management LLC750$34K0.1%N/A0.034%
7/19/2022Asset Dedication LLC13,843$636K0.1%+31.1%0.710%
7/19/2022Great Valley Advisor Group Inc.27,545$1.27M0.1%-65.5%1.413%
7/13/2022Cambridge Investment Research Advisors Inc.7,227$332K0.0%+3.6%0.425%
5/9/2022Northwestern Mutual Wealth Management Co.509$26K0.0%N/A0.035%
4/28/2022Parallel Advisors LLC1,635$84K0.0%-57.6%0.113%
4/20/2022Great Valley Advisor Group Inc.79,846$4.08M0.2%N/A5.507%
2/10/2022Private Advisor Group LLC5,501$275K0.0%-8.6%0.423%
2/8/2022Raymond James & Associates19,632$982K0.0%-3.6%1.510%
11/16/2021Jane Street Group LLC95,655$4.48M0.0%+353.5%7.971%
11/16/2021LPL Financial LLC52,496$2.46M0.0%+5.7%4.375%
11/2/2021Raymond James & Associates20,360$953K0.0%-8.2%1.697%
10/15/2021NEXT Financial Group Inc4,720$221K0.0%+24.2%0.363%
10/14/2021Private Advisor Group LLC6,016$282K0.0%-3.4%0.463%
9/24/2021Thrivent Financial for Lutherans11,455$552K0.0%+6.9%0.694%
8/16/2021Bank of America Corp DE33,993$1.64M0.0%+1.7%2.125%
8/16/2021Royal Bank of Canada6,403$309K0.0%+24.1%0.400%
8/13/2021LPL Financial LLC49,647$2.39M0.0%+24.1%3.103%
8/12/2021Private Advisor Group LLC6,226$300K0.0%N/A0.389%
8/11/2021Bank of New York Mellon Corp24,952$1.20M0.0%-28.7%1.560%
8/10/2021Rockefeller Capital Management L.P.2,340$112K0.0%+13.7%0.146%
8/6/2021Parallel Advisors LLC3,871$187K0.0%+129.2%0.242%
8/4/2021Envestnet Asset Management Inc.352,611$17.00M0.0%+139.4%22.038%
7/31/2021NEXT Financial Group Inc3,800$183K0.0%+14.5%0.238%
5/18/2021Morgan Stanley43,833$2.05M0.0%-1.2%3.131%
5/18/2021Citadel Advisors LLC9,647$452K0.0%-57.7%0.689%
5/18/2021Jane Street Group LLC17,853$837K0.0%-83.6%1.275%
5/17/2021Royal Bank of Canada5,160$242K0.0%-61.0%0.369%
5/17/2021Ameriprise Financial Inc.40,219$1.89M0.0%-9.4%2.873%
5/17/2021Thrivent Financial for Lutherans10,713$502K0.0%+12.1%0.765%
5/13/2021Bank of New York Mellon Corp35,001$1.64M0.0%+249.1%2.500%
5/12/2021UBS Group AG6,840$321K0.0%-16.7%0.489%
5/7/2021Cambridge Investment Research Advisors Inc.6,476$303K0.0%N/A0.463%
5/4/2021Envestnet Asset Management Inc.147,300$6.90M0.0%+1.8%10.521%
4/16/2021NEXT Financial Group Inc3,318$155K0.0%-15.7%0.237%
2/17/2021Jane Street Group LLC108,831$4.66M0.0%+1,425.1%7.774%
2/12/2021LPL Financial LLC36,968$1.58M0.0%-5.6%2.641%
2/9/2021Wells Fargo & Company MN5,083$218K0.0%-18.5%0.363%
2/9/2021Bank of New York Mellon Corp10,026$429K0.0%-76.4%0.716%
2/5/2021NEXT Financial Group Inc3,934$168K0.0%+15.7%0.281%
11/17/2020Jane Street Group LLC7,136$270K0.0%-84.4%0.446%
11/13/2020Morgan Stanley200,127$7.57M0.0%-7.3%12.508%
11/9/2020LPL Financial LLC39,180$1.48M0.0%-6.8%2.449%
11/4/2020Raymond James & Associates18,456$698K0.0%-87.5%1.154%
10/22/2020NEXT Financial Group Inc3,401$129K0.0%N/A0.213%
10/9/2020Envestnet Asset Management Inc.143,928$5.45M0.0%-49.4%8.466%
8/17/2020Jane Street Group LLC45,755$1.76M0.0%+15.0%2.128%
One trade. One ticker. One week. (Ad)

Do you want to target weekly income of up to $2k or more… Starting with just $500... With just one trade per week?

Well, then you should click here to see this free training.
8/17/2020Private Advisor Group LLC1,081$42K0.0%N/A0.050%
8/14/2020Bank of America Corp DE38,570$1.48M0.0%-12.0%1.794%
8/14/2020Advisor Group Holdings Inc.1,721$66K0.0%-51.5%0.080%
8/13/2020First Republic Investment Management Inc.5,509$212K0.0%-15.7%0.256%
8/12/2020Rockefeller Capital Management L.P.2,170$83K0.0%+102.4%0.101%
7/31/2020UBS Group AG11,007$422K0.0%-30.5%0.512%
7/28/2020Raymond James & Associates147,097$5.65M0.0%+789.4%6.842%
7/23/2020Janney Montgomery Scott LLC21,563$828K0.0%N/A1.003%
7/14/2020Connecticut Wealth Management LLC6,390$245K0.0%-33.3%0.297%
7/8/2020Envestnet Asset Management Inc.284,413$10.93M0.0%+100.7%13.229%
(Data available from 1/1/2016 forward)

DEW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DEW shares?

During the previous two years, 22 institutional investors and hedge funds held shares of WisdomTree Global High Dividend Fund. The most heavily invested institutionals were Vertex Planning Partners LLC ($23.70M), Joseph Group Capital Management ($14.80M), LPL Financial LLC ($9.28M), Legacy Wealth Planning LLC ($6.75M), Raymond James Financial Services Advisors Inc. ($4.56M), Hudock Inc. ($3.10M), and UBS Group AG ($2.45M).Learn more on DEW's institutional investors.

Which institutional investors have been buying WisdomTree Global High Dividend Fund stock?

Of the 18 institutional investors that purchased WisdomTree Global High Dividend Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vertex Planning Partners LLC ($506.36K), LPL Financial LLC ($172.07K), Legacy Wealth Planning LLC ($146.78K), Raymond James Financial Services Advisors Inc. ($89.68K), Joseph Group Capital Management ($83.88K), Hudock Inc. ($63.50K), and Kestra Advisory Services LLC ($40.42K).

How much institutional buying is happening at WisdomTree Global High Dividend Fund?

Institutional investors have bought a total of 1,180,887 shares in the last 24 months. This purchase volume represents approximately $54.71M in transactions.

Which WisdomTree Global High Dividend Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Global High Dividend Fund stock in the last 24 months: LPL Financial LLC ($63.48K), Great Valley Advisor Group Inc. ($61.65K), Raymond James & Associates ($2.94K), Parallel Advisors LLC ($2.23K), UBS Group AG ($753.00), and Private Advisor Group LLC ($524.00).

How much institutional selling is happening at WisdomTree Global High Dividend Fund?

Institutional investors have sold a total of 131,576 shares in the last 24 months. This volume of shares sold represents approximately $6.07M in transactions.


This page (NYSEARCA:DEW) was last updated on 4/23/2024 by MarketBeat.com Staff

From Our Partners