Question 1

How many shares of DEW does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 4,768 shares of DEW (WISDOMTREE TR).

Question 2

What is &PARTNERS's DEW position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's DEW position is worth $327,510.

Question 3

Is &PARTNERS buying or selling DEW?

Accepted Answer

In 2026-Q2, &PARTNERS increased their DEW position (+1.1% change in shares).

Question 4

When did &PARTNERS first buy DEW?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in DEW in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4,768	+1.1%	$327,510	0.0%	$68.69	24
2026-Q1	Increased	4,715	+0.3%	$312,756	0.0%	$67.72	23
2025-Q4	Increased	4,699	+0.8%	$289,385	0.0%	$61.97	23
2025-Q3	Increased	4,663	+17.8%	$280,427	0.0%	$59.36	27
2025-Q2	Increased	3,958	+1.5%	$226,031	0.0%	$55.89	23
2025-Q1	New	3,899	-	$217,554	0.0%	$54.01	32

DEW6 quarters

DEW
6 quarters