Vertex Planning Partners, LLC Wisdomtree Tr Global High Divi Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr Global High Divi stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,987 shares of DEW stock, worth $349,559. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,987
Previous 6,986 0.01%
Holding current value
$349,559
Previous $341 Million 4.22%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$47.38 - $50.86 $47 - $50
1 Added 0.01%
6,987 $355 Million
Q4 2023

Feb 14, 2024
SELL
$43.17 - $48.98 $225,390 - $255,724
-5,221 Reduced 42.77%
6,986 $341 Million
Q3 2023

Nov 14, 2023
SELL
$45.21 - $48.35 $1.02 Million - $1.09 Million
-22,486 Reduced 64.81%
12,207 $553 Million
Q2 2023

Aug 14, 2023
SELL
$44.99 - $48.05 $20.9 Million - $22.4 Million
-465,244 Reduced 93.06%
34,693 $1.61 Billion
Q1 2023

May 16, 2023
SELL
$45.0 - $49.43 $288,945 - $317,390
-6,421 Reduced 1.27%
499,937 $23.4 Billion
Q4 2022

Feb 06, 2023
BUY
$43.75 - $48.26 $22.2 Million - $24.4 Million
506,358 New
506,358 $23.7 Billion

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
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email