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 37 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $61.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
212,310
shares
|
$11.6 Million
6.38% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
127,804
shares
|
$6.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
122,672
shares
|
$6.68 Million
8.35% of portfolio
|
Q3 2022
Reduced 16.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,279
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
94,261
shares
|
$5.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
90,783
shares
|
$4.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.04%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
67,315
shares
|
$3.67 Million
0.64% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
50,475
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
49,091
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Added 11.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
48,987
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2024
Added 592.98%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
30,569
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
29,896
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2024
Added 28.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,093
shares
|
$822,266
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,203
shares
|
$773,779
0.0% of portfolio
|
Q2 2024
Reduced 88.93%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,276
shares
|
$614,316
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
10,723
shares
|
$584,189
0.0% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,361
shares
|
$564,467
0.0% of portfolio
|
Q2 2024
Reduced 45.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
8,571
shares
|
$466,948
0.0% of portfolio
|
Q2 2024
Added 11.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
6,324
shares
|
$344,531
0.03% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
5,615
shares
|
$305,905
0.07% of portfolio
|
Q2 2024
Reduced 19.64%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
5,577
shares
|
$303,834
0.07% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,965
shares
|
$270,493
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,842
shares
|
$263,792
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
4,617
shares
|
$251,534
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,316
shares
|
$180,655
0.0% of portfolio
|
Q1 2024
Reduced 55.96%
|