Joseph Group Capital Management Wisdomtree Tr Global High Divi Transaction History
Joseph Group Capital Management
- $232 Million
- Q3 2024
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 218,462 shares of DEW stock, worth $11.8 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
218,462
Previous 212,310
2.9%
Holding current value
$11.8 Million
Previous $10.6 Million
12.78%
% of portfolio
5.15%
Previous 6.38%
Shares
10 transactions
Others Institutions Holding DEW
# of Institutions
36Shares Held
1.15MCall Options Held
0Put Options Held
0-
Legacy Wealth Planning, LLC123KShares$6.64 Million8.35% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$6.09 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC99.2KShares$5.37 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL94.3KShares$5.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY84.6KShares$4.58 Million0.0% of portfolio