Legacy Wealth Planning, LLC DEW Holdings History
Legacy Wealth Planning, LLC's WisdomTree Global High Dividend Fund Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 122,672.00 shares of WisdomTree Global High Dividend Fund(DEW), totaling $5.05 Mil. This investment constitutes 8.35% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 4.91% of the outstanding WisdomTree Global High Dividend Fund(DEW) stock.
The initial trade took place in 2022Q2. And since then Legacy Wealth Planning, LLC has made 1 purchases of DEW, at an average price of $48.57, for a total of 146,777.00 shares. In addition, there have been 1 sales at an average price of $45.19 for 24,105.00 shares. Based on historical transaction data and DEW's current price of $57.79, Legacy Wealth Planning, LLC's estimated gain on his DEW holdings is $1.05 Mil, reflecting a 14.72% gain to date.
Legacy Wealth Planning, LLC DEW ($57.79) Holding Chart
Legacy Wealth Planning, LLC DEW ($57.79) 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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