Joseph Group Capital Management Wisdomtree Tr Global High Divi Transaction History
Joseph Group Capital Management
- $329 Million
- Q3 2025
A detailed history of Joseph Group Capital Management transactions in Wisdomtree Tr Global High Divi stock. As of the latest transaction made, Joseph Group Capital Management holds 221,652 shares of DEW stock, worth $13.5 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
221,652
Previous 218,905
1.25%
Holding current value
$13.5 Million
Previous $12.5 Million
6.63%
% of portfolio
4.05%
Previous 4.54%
Shares
14 transactions
Others Institutions Holding DEW
# of Institutions
44Shares Held
1.25MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC123KShares$7.49 Million0.0% of portfolio
-
Legacy Wealth Planning, LLC123KShares$7.44 Million8.35% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL94.3KShares$5.72 Million0.01% of portfolio
-
Stonebridge Wealth Management, LLC Oak Brook, IL91.1KShares$5.53 Million4.7% of portfolio
-
Morgan Stanley New York, NY75.1KShares$4.56 Million0.0% of portfolio