Legacy Wealth Planning, LLC Wisdomtree Tr Global High Divi Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Wisdomtree Tr Global High Divi stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 122,672 shares of DEW stock, worth $6.14 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares
122,672
Previous 146,777 16.42%
Holding current value
$6.14 Million
Previous $6.75 Million 25.23%
% of portfolio
8.35%
Previous 9.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
N/A
-24,105 Reduced 16.42%
122,672 $5.05 Million
Q2 2022

Jul 26, 2022
BUY
N/A
146,777 New
146,777 $6.75 Million

Others Institutions Holding DEW

# of Institutions
44
Shares Held
1.34M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR GLOBAL HIGH DIVI

DEW Quotes by TradingView
  • Ticker DEW
  • Sector ETFs
  • Industry ETFs
More about DEW
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