Vertex Planning Partners, LLC
Position in DEW — WisdomTree Global High Dividend Fund
CIK 1942341
DOWNERS GROVE, IL
All Filings in DEW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 DEW | $302,744 | 5,034 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 DEW | $289,490 | 5,069 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 DEW | $306,302 | 5,458 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DEW | $285,562 | 5,458 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 DEW | $307,925 | 5,616 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 DEW | $280,918 | 5,615 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DEW | $355,358 | 6,987 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DEW | $340,986 | 6,986 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 DEW | $553,465 | 12,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 DEW | $1,614,265 | 34,693 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DEW | $23,397,051 | 499,937 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 DEW | $23,697,553 | 506,358 | Shares | Defined | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||