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

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

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 5,616 shares of DEW stock, worth $294,896. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,616

Previous 5,615 0.02%

Holding current value

$294,896

Previous $281 Million 9.61%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

1.16M

Call Options Held

Put Options Held

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About WISDOMTREE TR GLOBAL HIGH DIVI

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