Institute For Wealth Management, Llc. Wisdomtree Tr Global High Divi Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$29.95 - $48.91 $52,023 - $84,956	-1,737 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$44.79 - $48.92 $77,800 - $84,974	1,737 New	1,737 $84,000

Others Institutions Holding DEW

# of Institutions

45

Shares Held

1.28M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

222K
Shares

$13.2 Million
4.05% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$7.35 Million
0.0% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$7.31 Million
8.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.62 Million
0.01% of portfolio
Stonebridge Wealth Management, LLC Oak Brook, IL

91.1K
Shares

$5.42 Million
4.7% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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