Joseph Group Capital Management DEW Holdings History
Joseph Group Capital Management's WisdomTree Global High Dividend Fund Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 216,989.00 shares of WisdomTree Global High Dividend Fund(DEW), totaling $12.18 Mil. This investment constitutes 4.65% of their stock portfolio, and Joseph Group Capital Management now holds 10.33% of the outstanding WisdomTree Global High Dividend Fund(DEW) stock.
The initial trade took place in 2022Q2. And since then Joseph Group Capital Management has made 10 purchases of DEW, at an average price of $47.99, for a total of 310,951.00 shares. In addition, there have been 2 sales at an average price of $49.04 for 93,962.00 shares. Based on historical transaction data and DEW's current price of $57.92, Joseph Group Capital Management's estimated gain on his DEW holdings is $2.25 Mil, reflecting a 15.09% gain to date.
Joseph Group Capital Management DEW ($57.92) Holding Chart
Joseph Group Capital Management DEW ($57.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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