Iht Wealth Management, LLC Wisdomtree Tr Global High Divi Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 13, 2018	SELL	N/A	-271 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	271	271 $13,000

Others Institutions Holding DEW

# of Institutions

35

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

215K
Shares

$11.9 Million
5.01% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.8 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

122K
Shares

$6.75 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

113K
Shares

$6.24 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

106K
Shares

$5.88 Million
0.0% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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