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

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

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 5,034 shares of DEW stock, worth $305,513. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,034
Previous 5,069 0.69%
Holding current value
$305,513
Previous $290 Million 4.57%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$57.31 - $60.64 $2,005 - $2,122
-35 Reduced 0.69%
5,034 $303 Million
Q2 2025

Aug 13, 2025
SELL
$49.61 - $57.63 $19,298 - $22,418
-389 Reduced 7.13%
5,069 $290 Million
Q4 2024

Feb 12, 2025
SELL
$52.19 - $55.55 $8,246 - $8,776
-158 Reduced 2.81%
5,458 $286 Million
Q3 2024

Nov 07, 2024
BUY
$50.05 - $55.83 $50 - $55
1 Added 0.02%
5,616 $308 Million
Q2 2024

Aug 13, 2024
SELL
$48.21 - $52.0 $66,144 - $71,344
-1,372 Reduced 19.64%
5,615 $281 Million
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
$41.07 - $48.26 $20.8 Million - $24.4 Million
506,358 New
506,358 $23.7 Billion

Others Institutions Holding DEW

# of Institutions
44
Shares Held
1.25M
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
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