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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

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

44

Shares Held

1.27M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

219K
Shares

$13.2 Million
4.54% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$7.44 Million
0.0% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$7.4 Million
8.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.68 Million
0.01% of portfolio
Stonebridge Wealth Management, LLC Oak Brook, IL

93.4K
Shares

$5.63 Million
5.03% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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