D.A. Davidson & Co. Wisdomtree Tr Global High Divi Transaction History

D.A. Davidson & Co.

$15.1 Billion
Q3 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 04, 2018	SELL	N/A	-7,015 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	2,026 Added 40.61%	7,015 $340,000
Q3 2017 Nov 08, 2017	BUY	N/A	2,940 Added 143.48%	4,989 $235,000
Q2 2017 Aug 11, 2017	BUY	N/A	2,049	2,049 $0

Others Institutions Holding DEW

# of Institutions

44

Shares Held

1.28M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

222K
Shares

$13.5 Million
4.05% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$7.53 Million
0.0% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$7.49 Million
8.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.75 Million
0.01% of portfolio
Stonebridge Wealth Management, LLC Oak Brook, IL

91.1K
Shares

$5.56 Million
4.7% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

Ticker DEW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.