Hcr Wealth Advisors Wisdomtree Tr Global High Divi Transaction History

Hcr Wealth Advisors

$658 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	N/A	-35 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	N/A	35 New	35 $2,000

Others Institutions Holding DEW

# of Institutions

44

Shares Held

1.34M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

212K
Shares

$10.6 Million
6.21% of portfolio
Bank Of America Corp Charlotte, NC

132K
Shares

$6.62 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

128K
Shares

$6.44 Million
0.01% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.15 Million
8.35% of portfolio
Morgan Stanley New York, NY

118K
Shares

$5.92 Million
0.0% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

Ticker DEW
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