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Disclosery

DEW WISDOMTREE TR

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GLB HIGH DIV FD (fund)

39 managers (40 13F filers) reported a position in DEW shares at 2025-06-30, 1,050,179 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
40
New
4
Added
12
Reduced
17
Sold out
4
Shares held by filers
1,050,179

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Management218,905$12.5M4.2%+1,91613F-HR/ATimeline
LPL Financial LLC123,376$7.05M<0.01%-1,15913F-HRTimeline
Stonebridge Wealth Management, LLC93,400$5.33M5.03%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY75,688$4.32M<0.01%+1,62813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,951$4.05M<0.01%+1,08213F-HRTimelineGroup
Hudock, Inc.67,570$3.86M0.62%-12213F-HRTimeline
Cetera Investment Advisers55,286$3.16M0.01%-10,15413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,479$3.05M<0.01%-13,76913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,267$2.41M<0.01%-9,23713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,028$2.29M<0.01%-14,56013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding34,883$1.99M-12,004Timeline
Asset Dedication, LLC31,957$1.83M0.13%+55613F-HRTimeline
FLOW TRADERS U.S. LLC29,751$1.7M0.06%+6,48713F-HRTimeline
Global Retirement Partners, LLC11,414$652K0.02%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,783$616K<0.01%-26213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,258$529K<0.01%-6,99913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,195$525K<0.01%-24,59713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,929$510K<0.01%-113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,636$379K<0.01%-1,30713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,622$377K<0.01%+213F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,557$374K<0.01%+64013F-HRTimeline
Creekmur Asset Management LLC5,104$292K0.05%-62113F-HRTimeline
Vertex Planning Partners, LLC5,069$290K0.06%-38913F-HRTimeline
GTS SECURITIES LLC4,658$266K0.01%-5,11613F-HRTimeline
IFG Advisory, LLC4,092$234K0.01%new13F-HRTimeline
&PARTNERS3,958$226K<0.01%+5913F-HRTimeline
Sanctuary Advisors, LLC3,674$210K<0.01%+1713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,327$190K<0.01%-6013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC3,316$189K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.2,527$144K<0.01%+13713F-HRTimeline
Key Financial Inc2,509$143K0.03%013F-HRTimeline
Parallel Advisors, LLC1,637$93.5K<0.01%+713F-HRTimeline
Clearstead Advisors, LLC1,376$78.6K<0.01%-8413F-HRTimeline
FMR LLCin group FMR LLC858$49K<0.01%+16613F-HRTimelineGroup
WealthShield Partners, LLC781$44.6K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…142$8.11K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.136$7.76K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC80$4.57K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.