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DEW WISDOMTREE TR

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GLB HIGH DIV FD (fund)

31 managers (31 13F filers) reported a position in DEW shares at 2024-12-31, 1,059,505 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
31
13F filers
31
New
1
Added
13
Reduced
10
Sold out
4
Shares held by filers
1,059,505

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Joseph Group Capital Management215,422$11.3M4.44%-3,04013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/121,734$6.37M<0.01%+9,08213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC112,548$5.89M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC106,197$5.56M<0.01%+6,96113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY78,162$4.09M<0.01%-6,46413F-HR/ATimelineGroup
Hudock, Inc.67,126$3.51M0.61%-18913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,226$3.05M<0.01%+10,23513F-HRTimelineGroup
Cetera Investment Advisers55,776$2.92M0.01%+12,00813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,502$2.75M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG49,411$2.59M<0.01%-18813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,316$2.11M<0.01%-6,35313F-HRTimelineGroup
Asset Dedication, LLC31,127$1.63M0.13%+55813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,638$557K<0.01%+43413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,399$492K<0.01%-1,77213F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.7,758$406K0.02%+1,43413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,319$331K<0.01%+1,93613F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,690$298K<0.01%+72513F-HRTimeline
Creekmur Asset Management LLC5,577$292K0.07%013F-HRTimeline
Vertex Planning Partners, LLC5,458$286K0.06%-15813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,677$245K<0.01%-35,41013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,326$174K<0.01%+1013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,618$137K<0.01%-76413F-HRTimelineGroup
Key Financial Inc2,509$131K0.03%+1,73013F-HRTimeline
SBI Securities Co., Ltd.2,287$120K<0.01%13F-HRTimeline
Parallel Advisors, LLC1,627$85.2K<0.01%+413F-HRTimeline
Clearstead Advisors, LLC1,353$70.8K<0.01%+1013F-HRTimeline
WealthShield Partners, LLC836$43.7K0.01%013F-HRTimeline
Global Financial Private Client, LLC468$24.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC282$14.8K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136$7.12K<0.01%-22513F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.