Vault-13

WISDOMTREE TR DEW

GLB HIGH DIV FD · ETP · CUSIP 97717W877

45 institutional holders +3 vs Q1 2026
1,061,7731.1m shares reported held*
$73.2mreported value*
5 new 17 added 15 reduced 3 sold out net bought ≈ $2.1m (+30.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $68.95.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 30Q4 22: 30Q1 23: 35Q2 23: 34Q3 23: 34Q4 23: 38Q1 24: 41Q2 24: 36Q3 24: 34Q4 24: 31Q1 25: 38Q2 25: 41Q3 25: 40Q4 25: 41Q1 26: 42Q2 26: 4545Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202230
Q4 202230
Q1 202335
Q2 202334
Q3 202334
Q4 202338
Q1 202441
Q2 202436
Q3 202434
Q4 202431
Q1 202538
Q2 202541
Q3 202540
Q4 202541
Q1 202642
Q2 202645

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 19 bought or addedQ3 24: 13 cut or sold outQ4 24: 14 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 9 cut or sold outQ2 25: 18 bought or addedQ2 25: 20 cut or sold outQ2 25Q3 25: 18 bought or addedQ3 25: 17 cut or sold outQ4 25: 15 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 15 cut or sold outQ2 26: 22 bought or addedQ2 26: 18 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241913
Q4 20241414
Q1 2025249
Q2 20251820
Q3 20251817
Q4 20251515
Q1 20262415
Q2 20262218

Biggest buyers

WADDELL & ASSOCIATES, LLC New +20,468+20.5k
Cambridge Investment Research Advisors, Inc. Added +15,886+15.9k
LPL Financial LLC Added +14,373+14.4k
DAYMARK WEALTH PARTNERS, LLC New +5,828+5.8k
IFG Advisory, LLC New +4,092+4.1k
BANK OF AMERICA CORP /DE/ Added +1,281+1.3k
Stonebridge Wealth Management, LLC Added +1,065+1.1k
Farther Finance Advisors, LLC Added +1,008+1.0k
Kestra Advisory Services, LLC Added +766+766
Institute for Wealth Management, LLC. New +601+601

Biggest sellers

Bank of New York Mellon Corp Reduced -9,957-10.0k
JANE STREET GROUP, LLC Reduced -7,142-7.1k
Gateway Wealth Partners, LLC Sold out -5,364-5.4k
MORGAN STANLEY Reduced -4,360-4.4k
AMERIPRISE FINANCIAL INC Reduced -2,204-2.2k
Joseph Group Capital Management Reduced -1,565-1.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,338-1.3k
RAYMOND JAMES FINANCIAL INC Reduced -1,322-1.3k
WealthShield Partners, LLC Sold out -1,063-1.1k
Cetera Investment Advisers Reduced -890-890

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Joseph Group Capital Management 3.00% of their portfolio COLUMBUS, OH 207,600207.6k $14.3m $14.3m 3.00% Reduced -1.6k -1,565
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 138,300138.3k $9.5m $9.5m 0.00% Added +14.4k +14,373
3 Stonebridge Wealth Management, LLC 5.66% of their portfolio OAK BROOK, IL 92,10192.1k $6.3m $6.3m 5.66% Added +1.1k +1,065
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 72,96873.0k $5.0m $5.0m 0.00% Reduced -1.3k -1,322
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 68,09068.1k $4.7m $4.7m 0.00% Reduced -4.4k -4,360
6 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 59,41559.4k $4.1m $4.1m 0.00% Reduced -2.2k -2,204
7 Hudock, Inc. 0.47% of their portfolio Williamsport, PA 53,58853.6k $3.7m $3.7m 0.47% Added +74 +74
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,44348.4k $3.3m $3.3m 0.00% Reduced -1.3k -1,338
9 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 40,26840.3k $2.8m $2.8m 0.00% Added +15.9k +15,886
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 38,20038.2k $2.6m $2.6m 0.00% Added +1.3k +1,281
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,69532.7k $2.2m $2.2m 0.00% Reduced -451 -451
12 Asset Dedication, LLC 0.14% of their portfolio SAN FRANCISCO, CA 31,78431.8k $2.2m $2.2m 0.14% Unchanged
13 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 27,18727.2k $1.9m $1.9m 0.00% Reduced -10.0k -9,957
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 25,41525.4k $1.7m $1.7m 0.00% Reduced -890 -890
15 WADDELL & ASSOCIATES, LLC 0.07% of their portfolio MEMPHIS, TN 20,46820.5k $1.4m $1.4m 0.07% New
16 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 11,41411.4k $784.1k $784.1k 0.01% First filing
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 9,3659.4k $643.3k $643.3k 0.00% Added +766 +766
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 8,8478.8k $607.7k $607.7k 0.00% Reduced -60 -60
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,0137.0k $484.2k $484.2k 0.00% Added +495 +495
20 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 5,8285.8k $400.3k $400.3k 0.01% New
21 Vertex Planning Partners, LLC 0.05% of their portfolio DOWNERS GROVE, IL 5,3005.3k $364.1k $364.1k 0.05% Added +266 +266
22 E-Wealth Partners, LLC 0.26% of their portfolio MINNETONKA, MN 5,1525.2k $353.9k $353.9k 0.26% Added +66 +66
23 Viaable, LLC 0.29% of their portfolio WAYNE, PA 5,1435.1k $352.1k $352.1k 0.29% First filing
24 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 4,7684.8k $327.5k $327.5k 0.00% Added +53 +53
25 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 4,0924.1k $281.1k $281.1k 0.01% New
26 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 3,9694.0k $272.6k $272.6k 0.00% Added +51 +51
27 SBI Securities Co., Ltd. 0.01% of their portfolio TOKYO, M0 3,7863.8k $260.1k $260.1k 0.01% Added +319 +319
28 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,5233.5k $242.0k $242.0k 0.00% Added +1.0k +1,008
29 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 3,5023.5k $240.6k $240.6k 0.00% Reduced -77 -77
30 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,4783.5k $239.0k $239.0k 0.00% Reduced -197 -197
31 WESTCO ADVISORY SERVICES INC /ADV 0.14% of their portfolio LYNBROOK, NY 3,2903.3k $226.0k $226.0k 0.14% Unchanged
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,2453.2k $222.9k $222.9k 0.00% Reduced -7.1k -7,142
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,8832.9k $198.0k $198.0k 0.00% Reduced -67 -67
34 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,7252.7k $187.2k $187.2k 0.00% Unchanged
35 Key Financial Inc 0.03% of their portfolio WEST CHESTER, PA 2,4332.4k $167.1k $167.1k 0.03% Unchanged
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,7961.8k $123.4k $123.4k 0.00% Added +100 +100
37 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6521.7k $113.5k $113.5k 0.00% Added +6 +6
38 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 1,4141.4k $97.1k $97.1k 0.00% Added +15 +15
39 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 1,3021.3k $89.4k $89.4k 0.00% Reduced -54 -54
40 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,2001.2k $82.4k $82.4k 0.00% Unchanged
41 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1211.1k $77.0k $77.0k 0.00% Reduced -22 -22
42 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 601601 $41.3k $41.3k 0.00% New
43 Godfrey Financial Associates, Inc. 0.01% of their portfolio GLENMONT, NY 156156 $10.7k $10.7k 0.01% Added +2 +2
44 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 142142 $9.8k $9.8k 0.00% New
45 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8080 $5.5k $5.5k 0.00% Unchanged