Latest Institutional Transactions on Wisdomtree Tr Global High Divi (DEW)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Global High Divi (DEW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-24.1K- 16.42% |
$992K - $1.16M
|
123K
$6.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.35K- 33.93% |
$384K - $449K
|
18.2K
$1M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
265New |
$12K - $13.8K
|
265
$14.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.75KClosed |
$216K - $246K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.16K- 33.47% |
$371K - $424K
|
16.2K
$895K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-509Closed |
$23.1K - $26.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
750New |
$34.1K - $38.9K
|
750
$41.4K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.5KClosed |
$556K - $592K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
468New |
$21.9K - $23.4K
|
468
$25.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9- 81.82% |
$420 - $450
|
2
$110
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-129Closed |
$6.03K - $6.46K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6.11KNew |
$286K - $302K
|
6.11K
$337K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.52KClosed |
$211K - $223K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-134Closed |
$6.3K - $6.76K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92KClosed |
$90.1K - $96.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-750Closed |
$35.3K - $37.8K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-28Closed |
$1.19K - $1.32K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-35Closed |
$1.49K - $1.65K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-24- 7.72% |
$877 - $1.04K
|
287
$15.8K
|
|
|
Feb 10, 2021
Q4 2020
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-500Closed |
$18.3K - $21.7K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-350Closed |
$12.8K - $15.2K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-36.5KClosed |
$1.35M - $1.49M
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.6KClosed |
$798K - $880K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-185Closed |
$6.85K - $7.55K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 26, 2020
Q2 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.92KClosed |
$62.8K - $80.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.5KClosed |
$81.9K - $106K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.03K- 15.69% |
$33.5K - $43.2K
|
5.51K
$304K
|
|
|
Aug 07, 2020
Q2 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.87KClosed |
$225K - $289K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-17.3KClosed |
$566K - $729K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.5KClosed |
$571K - $736K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-11KClosed |
$360K - $464K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-840- 93.02% |
$25.2K - $41.1K
|
63
$3.48K
|
|
|
May 15, 2020
Q1 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.58KNew |
$77.3K - $126K
|
2.58K
$142K
|
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$5.99K - $9.78K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.74KClosed |
$52K - $85K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.02KClosed |
$90.4K - $148K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-5.31KClosed |
$159K - $260K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 21, 2020
Q4 2019
|
Canal Capital Management, LLC
|
SELL
|
- |
-24.6KClosed |
$1.1M - $1.2M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-30Closed |
$1.34K - $1.47K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50Closed |
$2.29K - $2.34K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Cordasco Financial Network
|
SELL
|
- |
-60Closed |
$2.75K - $2.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.63KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-3.04KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-397Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-111Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$269K
|
|
|
Nov 09, 2018
Q3 2018
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.63KClosed |
N/A
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
Oct 10, 2018
Q3 2018
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.27KClosed |
N/A
|
0
$0
|
|