Institutional Ownership Wisdomtree Tr Global High Divi (DEW)
This table provides information about the institutional ownership of Wisdomtree Tr Global High Divi (DEW). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $69.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
215,422
shares
|
$12 Million
5.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
122,672
shares
|
$6.84 Million
8.35% of portfolio
|
Q3 2022
Reduced 16.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
121,734
shares
|
$6.78 Million
0.0% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
112,548
shares
|
$6.27 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
106,197
shares
|
$5.92 Million
0.0% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,279
shares
|
$5.25 Million
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
78,162
shares
|
$4.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
67,126
shares
|
$3.74 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
58,226
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
55,776
shares
|
$3.11 Million
0.01% of portfolio
|
Q4 2024
Added 27.44%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
49,411
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
40,316
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
31,127
shares
|
$1.73 Million
0.13% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,093
shares
|
$840,981
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10,638
shares
|
$592,749
0.0% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
9,399
shares
|
$523,712
0.0% of portfolio
|
Q4 2024
Reduced 15.86%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
7,758
shares
|
$432,275
0.03% of portfolio
|
Q4 2024
Added 22.68%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,319
shares
|
$352,094
0.0% of portfolio
|
Q4 2024
Added 44.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
5,690
shares
|
$317,046
0.0% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
5,577
shares
|
$310,750
0.07% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
5,458
shares
|
$304,119
0.06% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,677
shares
|
$260,602
0.0% of portfolio
|
Q4 2024
Reduced 88.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,326
shares
|
$185,324
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,618
shares
|
$145,874
0.0% of portfolio
|
Q4 2024
Reduced 22.59%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,509
shares
|
$139,801
0.03% of portfolio
|
Q4 2024
Added 222.08%
|