Hcr Wealth Advisors Wisdomtree Tr Global High Divi Transaction History

Hcr Wealth Advisors

$789 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$42.53 - $47.28 $1,488 - $1,654	-35 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$44.79 - $48.92 $1,567 - $1,712	35 New	35 $2,000

Others Institutions Holding DEW

# of Institutions

38

Shares Held

1.27M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

218K
Shares

$11.8 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.65 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$6.1 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

113K
Shares

$6.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.38 Million
0.0% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

Ticker DEW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.