WisdomTree Global Equity Income shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of WisdomTree Global Equity Income (DEW) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in WisdomTree Global Equity Income
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Quarterly reported holdings in WisdomTree Global Equity Income by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 5.0k | 60.14 |
| 2025-06-30 | $290k | 5.1k | 57.12 |
| 2025-03-31 | $306k | 5.5k | 56.12 |
| 2024-12-31 | $286k | 5.5k | 52.32 |
| 2024-09-30 | $308k | 5.6k | 54.82 |
| 2024-06-30 | $281k | 5.6k | 50.03 |
| 2024-03-31 | $355k | 7.0k | 50.86 |
| 2023-12-31 | $341k | 7.0k | 48.81 |
| 2023-09-30 | $554k | 12k | 45.34 |
| 2023-06-30 | $1.6M | 35k | 46.53 |
| 2023-03-31 | $23M | 500k | 46.80 |
| 2022-12-31 | $24M | 506k | 46.80 |
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