White Lighthouse Investment Management Inc. Wisdomtree Tr Global High Divi Transaction History

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 09, 2018	SELL	N/A	-4,825 Closed	0 $0
Q1 2018 Apr 12, 2018	SELL	N/A	-400 Reduced 7.66%	4,825 $225,000
Q4 2017 Jan 10, 2018	BUY	N/A	5,225	5,225 $253,000

Others Institutions Holding DEW

# of Institutions

Shares Held

1.16M

Call Options Held

Put Options Held

Joseph Group Capital Management Columbus, OH

218K
Shares

$11.5 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.46 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$5.93 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.22 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$4.96 Million
0.01% of portfolio

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