Legacy Wealth Planning, LLC Wisdomtree Tr Global High Divi Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Wisdomtree Tr Global High Divi stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 122,672 shares of DEW stock, worth $6.51 Million. This represents 8.35% of its overall portfolio holdings.

Number of Shares
122,672
Previous 146,777 16.42%
Holding current value
$6.51 Million
Previous $6.75 Million 25.23%
% of portfolio
8.35%
Previous 9.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$41.14 - $48.1 $991,679 - $1.16 Million
-24,105 Reduced 16.42%
122,672 $5.05 Million
Q2 2022

Jul 26, 2022
BUY
$45.43 - $51.89 $6.67 Million - $7.62 Million
146,777 New
146,777 $6.75 Million

Others Institutions Holding DEW

# of Institutions
37
Shares Held
1.16M
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
  • Industry ETFs
More about DEW
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email