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Disclosery

DEW WISDOMTREE TR

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GLB HIGH DIV FD (fund)

38 managers (38 13F filers) reported a position in DEW shares at 2025-03-31, 1,046,022 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
38
13F filers
38
New
7
Added
17
Reduced
9
Sold out
0
Shares held by filers
1,046,022

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Management216,989$12.2M4.65%+1,56713F-HRTimeline
LPL Financial LLC124,535$6.99M<0.01%+18,33813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY74,060$4.16M<0.01%-4,10213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,869$3.92M<0.01%-42,67913F-HRTimelineGroup
Hudock, Inc.67,692$3.8M0.66%+56613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,248$3.77M<0.01%-54,48613F-HRTimelineGroup
Cetera Investment Advisers65,440$3.67M0.01%+9,66413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,588$3.06M0.01%+14,27213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,504$2.89M<0.01%-6,72213F-HRTimelineGroup
UBS Group AGin group UBS Group AG46,887$2.63M<0.01%-2,52413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,792$1.9M<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC31,401$1.76M0.14%+27413F-HRTimeline
FLOW TRADERS U.S. LLC23,264$1.3M0.05%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,257$912K<0.01%+6,85813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,045$620K<0.01%+6,36813F-HR/ATimelineGroup
GTS SECURITIES LLC9,774$548K0.02%new13F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.9,010$506K0.03%+1,25213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,930$501K<0.01%-1,70813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,943$446K<0.01%-44,55913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,983$392K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,620$369K<0.01%+30113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…5,917$332K<0.01%+22713F-HRTimeline
Creekmur Asset Management LLC5,725$321K0.07%+14813F-HRTimeline
Vertex Planning Partners, LLC5,458$306K0.07%013F-HRTimeline
&PARTNERS3,899$218K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC3,657$205K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,387$190K<0.01%+76913F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC3,316$186K<0.01%-1013F-HRTimelineGroup
Key Financial Inc2,509$141K0.03%013F-HRTimeline
SBI Securities Co., Ltd.2,390$134K<0.01%+10313F-HRTimeline
Parallel Advisors, LLC1,630$91.5K<0.01%+313F-HRTimeline
Clearstead Advisors, LLC1,460$81.9K<0.01%+10713F-HRTimeline
WealthShield Partners, LLC781$43.8K0.01%-5513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…766$43K0.03%new13F-HRTimelineGroup
FMR LLCin group FMR LLC692$38.8K<0.01%+41013F-HRTimelineGroup
Global Financial Private Client, LLC468$26.3K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136$7.63K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.