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WisdomTree Global High Dividend Fund (DEW) Institutional Ownership

$72.93 +0.36 (+0.50%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Global High Dividend Fund (NYSEARCA:DEW)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$2.72M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$2.41M
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DEW Institutional Buying and Selling by Quarter

WisdomTree Global High Dividend Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2026 Asset Dedication LLC31,784$2.11M0.1%+0.6%1.550%
5/19/2026 Bank of America Corp DE36,919$2.45M0.0%-4.5%1.801%
5/18/2026 Royal Bank of Canada2,950$196K0.0%+13.2%0.144%
5/15/2026 Gateway Wealth Partners LLC5,364$356K0.0%N/A0.262%
5/13/2026 Cetera Investment Advisers26,305$1.75M0.0%-22.1%1.283%
5/5/2026 Bank of New York Mellon Corp37,144$2.46M0.0%+31.6%1.812%
5/1/2026 Fifth Third Bancorp1,356$90K0.0%N/A0.066%
4/17/2026 Stonebridge Wealth Management LLC91,036$6.04M5.8%+3.7%4.441%
2/17/2026 Cetera Investment Advisers33,764$2.08M0.0%-14.0%1.647%
2/12/2026 Jane Street Group LLC6,045$372K0.0%+45.6%0.295%
2/12/2026 Hudock Inc.64,678$3.98M0.6%-2.6%3.155%
2/11/2026 LPL Financial LLC119,856$7.38M0.0%-2.8%5.847%
2/3/2026 SBI Securities Co. Ltd.2,853$176K0.0%+7.8%0.139%
1/30/2026 Joseph Group Capital Management224,750$13.84M3.6%+1.4%10.963%
1/29/2026 UBS Group AG33,441$2.06M0.0%-0.7%1.631%
1/7/2026 Stonebridge Wealth Management LLC87,788$5.41M5.2%-3.6%4.282%
11/20/2025 Asset Dedication LLC31,606$1.90M0.1%-1.1%1.542%
11/17/2025 Susquehanna International Group LLP46,051$2.77M0.0%+15.0%2.246%
11/17/2025 Flow Traders U.S. LLC34,934$2.10M0.1%+17.4%1.704%
11/17/2025 Bank of America Corp DE43,613$2.62M0.0%-18.4%2.127%
11/17/2025 Ameriprise Financial Inc.40,598$2.44M0.0%-3.9%1.980%
11/14/2025 Raymond James Financial Inc.72,354$4.35M0.0%+2.0%3.529%
11/12/2025 Creekmur Asset Management LLC5,566$335K0.1%+9.1%0.272%
10/31/2025 WealthShield Partners LLC1,063$64K0.0%+36.1%0.052%
10/24/2025 Hudock Inc.66,408$3.99M0.6%-1.7%3.239%
10/23/2025 Joseph Group Capital Management221,652$13.33M3.8%+1.3%10.812%
10/17/2025 Stonebridge Wealth Management LLC91,082$5.48M5.0%-2.5%4.443%
10/14/2025 Farther Finance Advisors LLC2,375$143K0.0%N/A0.116%
8/27/2025 Stonebridge Wealth Management LLC93,400$5.33M5.1%N/A4.556%
8/19/2025 Asset Dedication LLC31,957$1.83M0.1%+1.8%1.559%
8/15/2025 Bank of America Corp DE53,479$3.05M0.0%-20.5%2.609%
8/15/2025 Ameriprise Financial Inc.42,267$2.41M0.0%-17.9%2.062%
8/14/2025 Jane Street Group LLC10,783$616K0.0%-2.4%0.526%
8/14/2025 Raymond James Financial Inc.70,951$4.05M0.0%+1.5%3.461%
8/14/2025 Vertex Planning Partners LLC5,069$290K0.1%-7.1%0.247%
8/13/2025 Flow Traders U.S. LLC29,751$1.70M0.1%+27.9%1.451%
8/12/2025 Global Retirement Partners LLC11,414$652K0.0%N/A0.557%
8/8/2025 Cetera Investment Advisers55,286$3.16M0.0%-15.5%2.697%
8/7/2025 Joseph Group Capital Management218,905$12.50M4.1%+0.9%10.678%
8/5/2025 Huntington National Bank786$45K0.0%N/A0.038%
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8/4/2025 Creekmur Asset Management LLC5,104$292K0.1%-10.8%0.249%
8/4/2025 IFG Advisory LLC4,092$234K0.0%N/A0.200%
5/19/2025Jane Street Group LLC11,045$620K0.0%+136.2%0.526%
5/16/2025Jones Financial Companies Lllp2,743$154K0.0%-56.6%0.131%
5/16/2025Legacy Wealth Managment LLC ID766$43K0.0%N/A0.036%
5/14/2025Kestra Advisory Services LLC16,257$912K0.0%+73.0%0.774%
5/14/2025Flow Traders U.S. LLC23,264$1.31M0.1%N/A1.108%
5/13/2025Raymond James Financial Inc.69,869$3.92M0.0%-37.9%3.327%
5/7/2025LPL Financial LLC124,535$6.99M0.0%+17.3%5.930%
5/6/2025Cetera Investment Advisers65,440$3.67M0.0%+17.3%3.116%
5/2/2025Hudock Inc.67,692$3.80M0.7%+0.8%3.223%
5/1/2025Asset Dedication LLC31,401$1.76M0.1%+0.9%1.495%
4/30/2025Joseph Group Capital Management216,989$12.18M4.7%+0.7%10.333%
4/30/2025Stratos Investment Management LLC9,010$506K0.0%+16.1%0.429%
4/29/2025Envestnet Asset Management Inc.6,983$392K0.0%N/A0.333%
4/29/2025Bank of New York Mellon Corp7,943$446K0.0%-84.9%0.378%
4/22/2025Cambridge Investment Research Advisors Inc.5,917$332K0.0%+4.0%0.282%
2/17/2025Cetera Investment Advisers55,776$2.92M0.0%+27.4%2.721%
2/17/2025Bank of America Corp DE121,734$6.37M0.0%+8.1%5.938%
2/17/2025Ameriprise Financial Inc.58,226$3.05M0.0%+21.3%2.840%
2/14/2025Jane Street Group LLC4,677$245K0.0%-88.3%0.228%
2/14/2025Susquehanna International Group LLP40,316$2.11M0.0%-13.6%1.967%
2/13/2025Raymond James Financial Inc.112,548$5.89M0.0%N/A5.490%
2/13/2025Wells Fargo & Company MN10,638$557K0.0%+4.3%0.519%
2/12/2025Joseph Group Capital Management215,422$11.27M4.4%-1.4%10.508%
2/11/2025LPL Financial LLC106,197$5.56M0.0%+7.0%5.180%
2/6/2025Raymond James Financial Inc.112,548$5.89M0.0%N/A5.490%
2/6/2025SBI Securities Co. Ltd.2,287$120K0.0%N/A0.112%
2/6/2025Jones Financial Companies Lllp6,319$331K0.0%+44.2%0.308%
2/4/2025Bank of New York Mellon Corp52,502$2.75M0.0%N/A2.561%
1/31/2025Key Financial Inc2,509$131K0.0%+222.1%0.122%
1/29/2025Hudock Inc.67,126$3.51M0.6%-0.3%3.274%
1/27/2025Stratos Investment Management LLC7,758$406K0.0%+22.7%0.378%
1/23/2025Asset Dedication LLC31,127$1.63M0.1%+1.8%1.518%
11/25/2024Sanctuary Advisors LLC3,769$208K0.0%N/A0.184%
11/15/2024Jane Street Group LLC40,087$2.20M0.0%+182.2%1.955%
11/14/2024Flow Traders U.S. LLC7,884$432K0.0%N/A0.385%
11/7/2024Joseph Group Capital Management218,462$11.98M4.6%+2.9%10.657%
10/25/2024Creekmur Asset Management LLC5,577$306K0.1%+13.3%0.272%
10/23/2024Hudock Inc.67,315$3.69M0.6%+5.9%3.284%
10/18/2024Stratos Investment Management LLC6,324$347K0.0%+5.0%0.308%
10/16/2024Asset Dedication LLC30,569$1.68M0.1%+4.9%1.491%
8/22/2024Cetera Investment Advisers29,896$1.50M0.0%+28.6%1.458%
8/3/2024Hudock Inc.63,566$3.18M0.6%-0.5%3.101%
7/30/2024Key Financial Inc716$36K0.0%+40.7%0.035%
5/24/2024Cetera Advisors LLC20,391$1.04M0.0%N/A0.995%
5/17/2024Creekmur Asset Management LLC3,626$184K0.1%N/A0.177%
5/16/2024Jane Street Group LLC128,342$6.53M0.0%+66.3%6.261%
5/2/2024Hudock Inc.63,894$3.25M0.7%+0.6%2.972%
4/23/2024Raymond James Financial Services Advisors Inc.89,684$4.56M0.0%+1.3%4.171%
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2/13/2024Joseph Group Capital Management303,155$14.80M8.6%+3.9%12.374%
2/1/2024CWM 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%


DEW Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of WisdomTree Global High Dividend Fund. The most heavily invested institutionals were Joseph Group Capital Management ($13.84M), LPL Financial LLC ($7.38M), Stonebridge Wealth Management LLC ($6.04M), Raymond James Financial Inc. ($4.35M), Hudock Inc. ($3.98M), Susquehanna International Group LLP ($2.77M), and Bank of New York Mellon Corp ($2.46M).Learn more on WisdomTree Global High Dividend Fund's institutional investors.

Of the 32 institutional investors that purchased WisdomTree Global High Dividend Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($227.58K), Stonebridge Wealth Management LLC ($96.65K), Bank of New York Mellon Corp ($61.43K), Flow Traders U.S. LLC ($42.82K), Jane Street Group LLC ($34.14K), LPL Financial LLC ($25.30K), and Cetera Investment Advisers ($21.67K).

Institutional investors have bought a total of 43,087 shares in the last 24 months. This purchase volume represents approximately $2.72M in transactions.

The following institutional investors have sold WisdomTree Global High Dividend Fund stock in the last 24 months: Cetera Investment Advisers ($12.95K), Bank of America Corp DE ($11.59K), Stonebridge Wealth Management LLC ($5.61K), LPL Financial LLC ($3.50K), Hudock Inc. ($2.89K), Ameriprise Financial Inc. ($1.67K), and Asset Dedication LLC ($351.00).

Institutional investors have sold a total of 38,796 shares in the last 24 months. This volume of shares sold represents approximately $2.41M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DEW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/29/2026. New 13F filings are added each quarter as they're published.
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