DEW Institutional Ownership
WisdomTree Global High Dividend Fund
1W: -1.9%
1M: -5.3%
3M: -1.0%
YTD: +10.8%
1Y: +14.0%
3Y: +64.8%
5Y: +70.8%
$68.73
+0.26 (+0.38%)
Weekly Expected Move ±1.1%
$67
$68
$69
$70
$70
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — DEW
48
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
7
New Positions
16
Increased
19
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Joseph Group Capital Management | 207,600 | $14M | -1,565 | -0.7% | 17Q | SEC ↗ |
| 2 | LPL Financial LLC | 138,300 | $10M | +14,373 | +11.6% | 53Q | SEC ↗ |
| 3 | Stonebridge Wealth Management, LLC | 92,101 | $6M | +1,065 | +1.2% | 5Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 72,968 | $5M | -1,322 | -1.8% | 7Q | SEC ↗ |
| 5 | MORGAN STANLEY | 68,090 | $5M | -4,360 | -6.0% | 60Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 59,415 | $4M | -2,204 | -3.6% | 16Q | SEC ↗ |
| 7 | Hudock, Inc. | 53,588 | $4M | +74 | +0.1% | 14Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48,443 | $3M | -1,338 | -2.7% | 10Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 38,200 | $3M | +1,281 | +3.5% | 15Q | SEC ↗ |
| 10 | UBS Group AG | 32,695 | $2M | -451 | -1.4% | 47Q | SEC ↗ |
| 11 | Asset Dedication, LLC | 31,784 | $2M | — | +0.0% | 21Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 27,187 | $2M | -9,957 | -26.8% | 7Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 25,415 | $2M | -890 | -3.4% | 11Q | SEC ↗ |
| 14 | WADDELL & ASSOCIATES, LLC NEW | 20,468 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 20,134 | $1M | -4,248 | -17.4% | 22Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 11,414 | $784K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Kestra Advisory Services, LLC | 9,365 | $644K | +766 | +8.9% | 12Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 8,847 | $608K | -60 | -0.7% | 71Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 7,013 | $482K | +495 | +7.6% | 9Q | SEC ↗ |
| 20 | DAYMARK WEALTH PARTNERS, LLC NEW | 5,828 | $401K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Vertex Planning Partners, LLC | 5,300 | $364K | +266 | +5.3% | 15Q | SEC ↗ |
| 22 | E-Wealth Partners, LLC | 5,152 | $354K | +66 | +1.3% | 3Q | SEC ↗ |
| 23 | Viaable, LLC NEW | 5,143 | $353K | — | +0.0% | 1Q | SEC ↗ |
| 24 | &PARTNERS | 4,768 | $328K | +53 | +1.1% | 6Q | SEC ↗ |
| 25 | IFG Advisory, LLC NEW | 4,092 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 26 | SBI Securities Co., Ltd. | 3,786 | $260K | +319 | +9.2% | 7Q | SEC ↗ |
| 27 | Farther Finance Advisors, LLC | 3,523 | $242K | +1,008 | +40.1% | 4Q | SEC ↗ |
| 28 | Sanctuary Advisors, LLC | 3,502 | $241K | -77 | -2.2% | 6Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 3,478 | $239K | -197 | -5.4% | 4Q | SEC ↗ |
| 30 | CWM, LLC | 3,316 | $228K | — | +0.0% | 10Q | SEC ↗ |
| 31 | WESTCO ADVISORY SERVICES INC /ADV | 3,290 | $226K | — | +0.0% | 3Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 3,245 | $223K | -7,142 | -68.8% | 16Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 2,883 | $198K | -67 | -2.3% | 67Q | SEC ↗ |
| 34 | BlackRock, Inc. | 2,725 | $187K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Key Financial Inc | 2,433 | $167K | — | +0.0% | 14Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 1,796 | $123K | +100 | +5.9% | 26Q | SEC ↗ |
| 37 | Parallel Advisors, LLC | 1,652 | $114K | +6 | +0.4% | 28Q | SEC ↗ |
| 38 | Clearstead Advisors, LLC | 1,414 | $97K | +15 | +1.1% | 9Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 1,302 | $89K | -54 | -4.0% | 2Q | SEC ↗ |
| 40 | BANK OF MONTREAL /CAN | 1,200 | $82K | — | +0.0% | 2Q | SEC ↗ |
| 41 | FMR LLC | 1,121 | $77K | -22 | -1.9% | 9Q | SEC ↗ |
| 42 | Institute for Wealth Management, LLC. NEW | 601 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Godfrey Financial Associates, Inc. | 156 | $11K | +2 | +1.3% | 3Q | SEC ↗ |
| 44 | Ameritas Advisory Services, LLC NEW | 142 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 45 | AE Wealth Management LLC | 80 | $5K | — | +0.0% | 5Q | SEC ↗ |
| 46 | GTS SECURITIES LLC | 0 | $0K | -4,158 | -100.0% | 4Q | SEC ↗ |
| 47 | WealthShield Partners, LLC | 0 | $0K | -1,063 | -100.0% | 13Q | SEC ↗ |
| 48 | Gateway Wealth Partners, LLC | 0 | $0K | -5,364 | -100.0% | 1Q | SEC ↗ |
| 49 | FLOW TRADERS U.S. LLC | 0 | $0K | -13,041 | -100.0% | 4Q | SEC ↗ |
| 50 | ASSETMARK, INC | 0 | $0K | -39 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| WADDELL & ASSOCIATES, LLC | 20,468 | $1M |
| Global Retirement Partners, LLC | 11,414 | $784K |
| DAYMARK WEALTH PARTNERS, LLC | 5,828 | $401K |
| Viaable, LLC | 5,143 | $353K |
| IFG Advisory, LLC | 4,092 | $281K |
| Institute for Wealth Management, LL | 601 | $41K |
| Ameritas Advisory Services, LLC | 142 | $10K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 13,041 | $896K |
| Gateway Wealth Partners, LLC | 5,364 | $369K |
| GTS SECURITIES LLC | 4,158 | $286K |
| WealthShield Partners, LLC | 1,063 | $73K |
| ASSETMARK, INC | 39 | $3K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +14,373 | +11.6% | 138,300 |
| BANK OF AMERICA CORP /DE | +1,281 | +3.5% | 38,200 |
| Stonebridge Wealth Management, LLC | +1,065 | +1.2% | 92,101 |
| Farther Finance Advisors, LLC | +1,008 | +40.1% | 3,523 |
| Kestra Advisory Services, LLC | +766 | +8.9% | 9,365 |
| JONES FINANCIAL COMPANIES LLLP | +495 | +7.6% | 7,013 |
| SBI Securities Co., Ltd. | +319 | +9.2% | 3,786 |
| Vertex Planning Partners, LLC | +266 | +5.3% | 5,300 |
| OSAIC HOLDINGS, INC. | +100 | +5.9% | 1,796 |
| Hudock, Inc. | +74 | +0.1% | 53,588 |
| E-Wealth Partners, LLC | +66 | +1.3% | 5,152 |
| &PARTNERS | +53 | +1.1% | 4,768 |
| Clearstead Advisors, LLC | +15 | +1.1% | 1,414 |
| Parallel Advisors, LLC | +6 | +0.4% | 1,652 |
| Godfrey Financial Associates, Inc. | +2 | +1.3% | 156 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | -9,957 | -26.8% | 27,187 |
| JANE STREET GROUP, LLC | -7,142 | -68.8% | 3,245 |
| MORGAN STANLEY | -4,360 | -6.0% | 68,090 |
| Cambridge Investment Research Advis | -4,248 | -17.4% | 20,134 |
| AMERIPRISE FINANCIAL INC | -2,204 | -3.6% | 59,415 |
| Joseph Group Capital Management | -1,565 | -0.7% | 207,600 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,338 | -2.7% | 48,443 |
| RAYMOND JAMES FINANCIAL INC | -1,322 | -1.8% | 72,968 |
| Cetera Investment Advisers | -890 | -3.4% | 25,415 |
| UBS Group AG | -451 | -1.4% | 32,695 |
| Rockefeller Capital Management L.P. | -197 | -5.4% | 3,478 |
| Sanctuary Advisors, LLC | -77 | -2.2% | 3,502 |
| ROYAL BANK OF CANADA | -67 | -2.3% | 2,883 |
| WELLS FARGO & COMPANY/MN | -60 | -0.7% | 8,847 |
| FIFTH THIRD BANCORP | -54 | -4.0% | 1,302 |
| FMR LLC | -22 | -1.9% | 1,121 |