Well Done, LLC Wisdomtree Tr Global High Divi Transaction History

Well Done, LLC

$557 Million
Q1 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	N/A	-3,041 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	3,041 New	3,041 $127,000
Q2 2018 Aug 03, 2018	SELL	N/A	-2,760 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	2,760 New	2,760 $128,000

Others Institutions Holding DEW

# of Institutions

40

Shares Held

1.27M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

217K
Shares

$12 Million
4.84% of portfolio
Lpl Financial LLC Fort Mill, SC

125K
Shares

$6.86 Million
0.0% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.76 Million
8.35% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.19 Million
0.01% of portfolio
Morgan Stanley New York, NY

74.1K
Shares

$4.08 Million
0.0% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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