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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Global Equity Income held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding WisdomTree Global Equity Income

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Wells Fargo & Company
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Financial Perspectives

View all funds holding WisdomTree Global Equity Income