DEW Institutional Ownership & Shareholders
WISDOMTREE GLOBAL HIGH DIVID (DEW) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $69.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Joseph Group Capital Management is currently the largest disclosed institutional shareholder of DEW tracked by InsiderSet, reporting ownership valued at approximately $14.26M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.03M, representing an estimated gain of +5.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed DEW value among the investors covered in this analysis. Major shareholders include Joseph Group Capital Management, Lpl Financial Llc, Stonebridge Wealth Management, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE GLOBAL HIGH DIVID (DEW).
This page ranks the largest institutional DEW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$69.68M
Largest Holder
Joseph Group Capital Management
Largest Position
$14.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Joseph Group Capital Management | 3.00% | 207,600 | $14,260,493 | $15,029,513 | +$769,020 | +5.39% | |
| Lpl Financial Llc | 0.00% | 138,300 | $9,500,150 | $10,012,436 | +$512,286 | +5.39% | |
| Stonebridge Wealth Management, Llc | 5.88% | 95,907 | $6,609,921 | $6,943,331 | +$333,410 | +5.04% | |
| Raymond James Financial Inc | 0.00% | 72,968 | $5,012,300 | $5,282,628 | +$270,328 | +5.39% | |
| Morgan Stanley | 0.00% | 68,090 | $4,677,307 | $4,929,478 | +$252,171 | +5.39% | |
| Ameriprise Financial Inc | 0.00% | 59,415 | $4,081,339 | $4,301,438 | +$220,099 | +5.39% | |
| Hudock, Inc. | 0.46% | 52,148 | $3,594,048 | $3,775,333 | +$181,285 | +5.04% | |
| Susquehanna International Group, Llp | 0.00% | 48,443 | $3,327,661 | $3,507,104 | +$179,443 | +5.39% | |
| Bank Of America Corp | 0.00% | 38,200 | $2,624,042 | $2,765,546 | +$141,504 | +5.39% | |
| Ubs Group Ag | 0.00% | 32,695 | $2,245,885 | $2,367,004 | +$121,119 | +5.39% | |
| Asset Dedication, Llc | 0.14% | 31,784 | $2,183,317 | $2,301,050 | +$117,733 | +5.39% | |
| Bank Of New York Mellon Corp | 0.00% | 27,187 | $1,867,507 | $1,968,244 | +$100,737 | +5.39% | |
| Cetera Investment Advisers | 0.00% | 25,415 | $1,745,841 | $1,839,957 | +$94,116 | +5.39% | |
| Waddell & Associates, Llc | 0.07% | 20,468 | $1,405,994 | $1,481,812 | +$75,818 | +5.39% | |
| Wells Fargo & Company/Mn | 0.00% | 8,847 | $607,743 | $640,492 | +$32,749 | +5.39% | |
| Kestra Advisory Services, Llc | 0.00% | 8,431 | $581,035 | $610,375 | +$29,340 | +5.05% | |
| Jones Financial Companies Lllp | 0.00% | 7,013 | $484,202 | $507,717 | +$23,515 | +4.86% | |
| Daymark Wealth Partners, Llc | 0.01% | 5,828 | $400,339 | $421,927 | +$21,588 | +5.39% | |
| Vertex Planning Partners, Llc | 0.05% | 5,300 | $364,094 | $383,701 | +$19,607 | +5.39% | |
| E-Wealth Partners, Llc | 0.26% | 5,152 | $353,933 | $372,987 | +$19,054 | +5.38% | |
| &Partners | 0.00% | 4,768 | $327,510 | $345,187 | +$17,677 | +5.40% | |
| Sbi Securities Co., Ltd. | 0.01% | 4,152 | $286,156 | $300,590 | +$14,434 | +5.04% | |
| Ifg Advisory, Llc | 0.01% | 4,092 | $281,088 | $296,246 | +$15,158 | +5.39% | |
| Huntington National Bank | 0.00% | 3,969 | $272,639 | $287,342 | +$14,703 | +5.39% | |
| Sanctuary Advisors, Llc | 0.00% | 3,502 | $240,571 | $253,533 | +$12,962 | +5.39% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,478 | $238,954 | $251,795 | +$12,841 | +5.37% | |
| Farther Finance Advisors, Llc | 0.00% | 3,420 | $235,693 | $247,596 | +$11,903 | +5.05% | |
| Westco Advisory Services Inc | 0.14% | 3,290 | $226,747 | $238,184 | +$11,437 | +5.04% | |
| Jane Street Group, Llc | 0.00% | 3,245 | $222,907 | $234,927 | +$12,020 | +5.39% | |
| Cwm, Llc | 0.00% | 3,316 | $219,948 | $240,067 | +$20,119 | +9.15% | |
| Royal Bank Of Canada | 0.00% | 2,883 | $198,000 | $208,719 | +$10,719 | +5.41% | |
| Blackrock, Inc. | 0.00% | 2,725 | $187,187 | $197,280 | +$10,093 | +5.39% | |
| Key Financial Inc | 0.03% | 2,369 | $163,271 | $171,507 | +$8,236 | +5.04% | |
| Osaic Holdings, Inc. | 0.00% | 1,796 | $123,365 | $130,024 | +$6,659 | +5.40% | |
| Parallel Advisors, Llc | 0.00% | 1,652 | $113,487 | $119,599 | +$6,112 | +5.39% | |
| Clearstead Advisors, Llc | 0.00% | 1,414 | $97,116 | $102,369 | +$5,253 | +5.41% | |
| Fifth Third Bancorp | 0.00% | 1,302 | $89,437 | $94,260 | +$4,823 | +5.39% | |
| Bank Of Montreal | 0.00% | 1,200 | $82,431 | $86,876 | +$4,445 | +5.39% | |
| Fmr Llc | 0.00% | 1,121 | $77,016 | $81,156 | +$4,140 | +5.38% | |
| Institute For Wealth Management, Llc. | 0.00% | 601 | $41,285 | $43,510 | +$2,225 | +5.39% | |
| Godfrey Financial Associates, Inc. | 0.01% | 156 | $10,684 | $11,294 | +$610 | +5.71% | |
| Ameritas Advisory Services, Llc | 0.00% | 142 | $9,754 | $10,280 | +$526 | +5.40% | |
| Assetmark, Inc | 0.00% | 34 | $2,343 | $2,461 | +$118 | +5.06% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,918 | $1,373 | $1,441,993 | +$1,440,620 | +104925.02% |
Frequently asked questions about DEW
Who are the largest institutional holders of DEW?
The largest institutional holders of DEW reported in the latest SEC Form 13F filings include Joseph Group Capital Management, Lpl Financial Llc, Stonebridge Wealth Management, Llc, Raymond James Financial Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported DEW position.
What is DEW institutional ownership?
This page tracks DEW positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE GLOBAL HIGH DIVID (DEW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DEW?
InsiderSet currently tracks 44 institutional managers reporting DEW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DEW shareholders.
How much DEW stock do institutions own?
Institutional investment managers disclosed approximately $69.68M in DEW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DEW institutional ownership last updated?
The latest DEW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DEW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DEW position after the reporting date.
Are institutions buying or selling DEW?
Institutional buying and selling can be analyzed by comparing DEW positions across consecutive 13F reporting periods. InsiderSet's DEW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DEW ownership changes.
How has DEW institutional ownership changed over time?
InsiderSet tracks DEW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.