Opal Wealth Advisors, LLC Wisdomtree Tr Global High Divi Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$47.38 - $50.86 $2,984 - $3,204	63 New	63 $3,000

Others Institutions Holding DEW

# of Institutions

37

Shares Held

1.16M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

218K
Shares

$11.5 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.45 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$5.92 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.22 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$4.96 Million
0.01% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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