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Wisdomtree Global High Divid (DEW)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Joseph Group Capital Management
INCREASED
Shares211,671 from 207,600
Change+4,071 (+2%)
Value$14.6M (+$327.8K)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares141,418 from 138,300
Change+3,118 (+2%)
Value$9.7M (+$246.4K)
Filed 2026-11-06
Stonebridge Wealth Management, LLC
INCREASED
Shares95,907 from 92,101
Change+3,806 (+4%)
Value$6.6M (+$283.3K)
Filed 2026-10-09
Hudock, Inc.
DECREASED
Shares52,148 from 53,588
Change-1,440 (-3%)
Value$3.6M (-$87.1K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares31,784 from 31,784
Change0 (0%)
Value$2.2M (+$7.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,918 from 20,134
Change-216 (-1%)
Value$1.4K (-$1.4M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares8,431 from 9,365
Change-934 (-10%)
Value$581.0K (-$62.3K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares6,922 from 27,187
Change-20,265 (-75%)
Value$477.1K (-$1.4M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
UNCHANGED
Shares5,828 from 5,828
Change0 (0%)
Value$401.7K (+$1.3K)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares4,152 from 3,786
Change+366 (+10%)
Value$286.2K (+$26.1K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares3,420 from 3,523
Change-103 (-3%)
Value$235.7K (-$6.3K)
Filed 2026-10-08
Westco Advisory Services Inc
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$226.7K (+$749)
Filed 2026-10-14
Key FInancial Inc
DECREASED
Shares2,369 from 2,433
Change-64 (-3%)
Value$163.3K (-$3.9K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares1,655 from 1,652
Change+3 (+0%)
Value$114.1K (+$590)
Filed 2026-11-03
Clearstead Advisors, LLC
INCREASED
Shares1,421 from 1,414
Change+7 (+1%)
Value$98.0K (+$843)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares1,249 from 1,302
Change-53 (-4%)
Value$86.1K (-$3.3K)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares34
Change+34
Value$2.3K
Filed 2026-10-21
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$41.3K)
Filed 2026-11-06
Raymond James Financial Inc
N/A
Shares— from 72,968
Change-72,968 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 68,090
Change-68,090 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 59,415
Change-59,415 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 48,443
Change-48,443 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 38,200
Change-38,200 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,695
Change-32,695 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 25,415
Change-25,415 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 20,468
Change-20,468 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,414
Change-11,414 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 5,143
Change-5,143 (-100%)
Value—
&partners
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,092
Change-4,092 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,121
Change-1,121 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Status
Joseph Group Capital Management
INCREASED211,671207,600+4,071+2%$14.3M$14.6M+$327.8K2026-11-04
LPL Financial LLC
INCREASED141,418138,300+3,118+2%$9.5M$9.7M+$246.4K2026-11-06
Stonebridge Wealth Management, LLC
INCREASED95,90792,101+3,806+4%$6.3M$6.6M+$283.3K2026-10-09
Hudock, Inc.
DECREASED52,14853,588-1,440-3%$3.7M$3.6M-$87.1K2026-10-14
Asset Dedication, LLC
UNCHANGED31,78431,78400%$2.2M$2.2M+$7.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED19,91820,134-216-1%$1.4M$1.4K-$1.4M2026-11-02
Kestra Advisory Services, LLC
DECREASED8,4319,365-934-10%$643.3K$581.0K-$62.3K2026-11-02
Bank of New York Mellon Corp
DECREASED6,92227,187-20,265-75%$1.9M$477.1K-$1.4M2026-11-05
Daymark Wealth Partners, LLC
UNCHANGED5,8285,82800%$400.3K$401.7K+$1.3K2026-11-04
SBI Securities Co., Ltd.
INCREASED4,1523,786+366+10%$260.1K$286.2K+$26.1K2026-10-22
Farther Finance Advisors, LLC
DECREASED3,4203,523-103-3%$242.0K$235.7K-$6.3K2026-10-08
Westco Advisory Services Inc
UNCHANGED3,2903,29000%$226.0K$226.7K+$7492026-10-14
Key FInancial Inc
DECREASED2,3692,433-64-3%$167.1K$163.3K-$3.9K2026-11-02
Parallel Advisors, LLC
INCREASED1,6551,652+3+0%$113.5K$114.1K+$5902026-11-03
Clearstead Advisors, LLC
INCREASED1,4211,414+7+1%$97.1K$98.0K+$8432026-11-06
Fifth Third Bancorp
DECREASED1,2491,302-53-4%$89.4K$86.1K-$3.3K2026-11-05
Assetmark, Inc
NEW34—+34——$2.3K—2026-10-21
Institute for Wealth Management, Llc.
CLOSED0601-601-100%$41.3K$0-$41.3K2026-11-06
Raymond James Financial Inc
N/A—72,968-72,968-100%$5.0M———
Morgan Stanley
N/A—68,090-68,090-100%$4.7M———
Ameriprise Financial Inc
N/A—59,415-59,415-100%$4.1M———
Susquehanna International Group, LLP
N/A—48,443-48,443-100%$3.3M———
Bank of America Corp
N/A—38,200-38,200-100%$2.6M———
UBS Group AG
N/A—32,695-32,695-100%$2.2M———
Cetera Investment Advisers
N/A—25,415-25,415-100%$1.7M———
Waddell & Associates, LLC
N/A—20,468-20,468-100%$1.4M———
Global Retirement Partners, LLC
N/A—11,414-11,414-100%$784.1K———
Wells Fargo & Company
N/A—8,847-8,847-100%$607.7K———
Jones Financial Companies Lllp
N/A—7,013-7,013-100%$484.2K———
Vertex Planning Partners, LLC
N/A—5,300-5,300-100%$364.1K———
E-Wealth Partners, LLC
N/A—5,152-5,152-100%$353.9K———
Viaable, LLC
N/A—5,143-5,143-100%$352.1K———
&partners
N/A—4,768-4,768-100%$327.5K———
IFG Advisory, LLC
N/A—4,092-4,092-100%$281.1K———
Huntington National Bank
N/A—3,969-3,969-100%$272.6K———
Sanctuary Advisors, LLC
N/A—3,502-3,502-100%$240.6K———
Rockefeller Capital Management L.P.
N/A—3,478-3,478-100%$239.0K———
Jane Street Group, LLC
N/A—3,245-3,245-100%$222.9K———
Royal Bank of Canada
N/A—2,883-2,883-100%$198.0K———
BlackRock, Inc.
N/A—2,725-2,725-100%$187.2K———
Osaic Holdings, Inc.
N/A—1,796-1,796-100%$123.4K———
Bank of Montreal
N/A—1,200-1,200-100%$82.4K———
FMR LLC
N/A—1,121-1,121-100%$77.0K———
Godfrey Financial Associates, Inc.
N/A—156-156-100%$10.7K———
Ameritas Advisory Services, LLC
N/A—142-142-100%$9.8K———
AE Wealth Management LLC
N/A—80-80-100%$5.5K———
Showing 46 of 46 institutions