Weaver Consulting Group Wisdomtree Tr Global High Divi Transaction History

Weaver Consulting Group

$293 Million
Q1 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$36.54 - $43.44 $12,789 - $15,204	-350 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$29.95 - $48.91 $55,407 - $90,483	-1,850 Reduced 84.09%	350 $12,000
Q1 2019 Jun 19, 2019	BUY	N/A	2,200 New	2,200 $101,000

Others Institutions Holding DEW

# of Institutions

45

Shares Held

1.28M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

222K
Shares

$13.2 Million
4.05% of portfolio
Lpl Financial LLC Fort Mill, SC

123K
Shares

$7.35 Million
0.0% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$7.31 Million
8.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.62 Million
0.01% of portfolio
Stonebridge Wealth Management, LLC Oak Brook, IL

91.1K
Shares

$5.42 Million
4.7% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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