Wisdomtree Global High DividDEWETF

13F holders, Q4 2024 (December 31)
30holders −3
1new positions
4sold out
$52.32avg. 13F price*

At the end of Q4 2024, 30 institutions reported holding Wisdomtree Global High Divid (DEW) in their 13F filings, down 3 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were Joseph Group Capital Management ($11.3M), Bank of America Corp. ($6.4M) and Raymond James Financial Inc. ($5.9M).

Company
Wisdomtree Global High Divid
CUSIP
97717W877
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 40Q1 2024Q2 2024: 35Q2 2024Q3 2024: 33Q3 2024Q4 2024: 30Q4 2024Q1 2025: 37Q1 2025Q2 2025: 39Q2 2025Q3 2025: 39Q3 2025Q4 2025: 41Q4 2025Q1 2026: 41Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$2.7M
Exits4$1.2M

All 13F filers, Q3 2024 → Q4 2024: 97,629 shares bought and 75,888 shares sold, net +21,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Joseph Group Capital Management 4.44% Reduce -1.4% 215,422 $11.3M
Bank of America Corp. 0.00% Add +8.1% 121,734 $6.4M
Raymond James Financial Inc. 0.00% — 112,548 $5.9M
LPL Financial LLC 0.00% Add +7.0% 106,197 $5.6M
Morgan Stanley 0.00% Reduce -7.6% 78,162 $4.1M
Hudock, Inc. 0.61% Reduce -0.3% 67,126 $3.5M
Ameriprise Financial Inc. 0.00% Add +21.3% 58,226 $3.0M
Cetera Investment Advisers 0.01% Add +27.4% 55,776 $2.9M
Bank of New York Mellon Corp 0.00% New 52,502 $2.7M
UBS Group AG 0.00% Reduce -0.4% 49,411 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -13.6% 40,316 $2.1M
Asset Dedication, LLC 0.13% Add +1.8% 31,127 $1.6M
Wells Fargo & Company 0.00% Add +4.3% 10,638 $557K
Kestra Advisory Services, LLC 0.00% Reduce -15.9% 9,399 $492K
Stratos Investment Management, LLC 0.02% Add +22.7% 7,758 $406K
Jones Financial Companies LLLP 0.00% Add +44.2% 6,319 $331K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.6% 5,690 $298K
Creekmur Asset Management LLC 0.07% No change 5,577 $292K
Vertex Planning Partners, LLC 0.06% Reduce -2.8% 5,458 $286K
Jane Street Group, LLC 0.00% Reduce -88.3% 4,677 $245K
Cwm, LLC 0.00% Add +0.3% 3,326 $174K
Royal Bank of Canada 0.00% Reduce -22.6% 2,618 $137K
Key Financial Inc 0.03% Add +222.1% 2,509 $131K
SBI Securities Co., Ltd. 0.00% — 2,287 $120K
Parallel Advisors, LLC 0.00% Add +0.3% 1,627 $85K
Clearstead Advisors, LLC 0.00% Add +0.7% 1,353 $71K
WealthShield Partners, LLC 0.01% No change 836 $44K
Global Financial Private Client, LLC 0.01% No change 468 $24K
FMR LLC 0.00% No change 282 $15K
Osaic Holdings, Inc. 0.00% Reduce -62.3% 136 $7K

"% of holder's portfolio" is DEW's weight in each manager's 13F, not the share of Wisdomtree Global High Divid the manager owns.