Joseph Group Capital Management Wisdomtree Tr U.S Total Divide Transaction History

Joseph Group Capital Management

$232 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$55.0 - $63.6 $82,830 - $95,781	1,506 New	1,506 $91,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.53M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$158 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$93 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$51.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$28.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.7 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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