Joseph Group Capital Management Wisdomtree Tr Global High Divi Transaction History
Joseph Group Capital Management
- $252 Million
- Q1 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 216,989 shares of DEW stock, worth $12.3 Million. This represents 4.84% of its overall portfolio holdings.
Number of Shares
216,989
Previous 215,422
0.73%
Holding current value
$12.3 Million
Previous $11.3 Million
8.05%
% of portfolio
4.84%
Previous 5.01%
Shares
12 transactions
Others Institutions Holding DEW
# of Institutions
41Shares Held
1.27MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC125KShares$7.03 Million0.0% of portfolio
-
Legacy Wealth Planning, LLC123KShares$6.93 Million8.35% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL94.3KShares$5.33 Million0.01% of portfolio
-
Morgan Stanley New York, NY74.1KShares$4.18 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL69.9KShares$3.95 Million0.0% of portfolio