Precedent Wealth Partners, LLC Wisdomtree Tr U.S Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 59,208 shares of DHS stock, worth $5.75 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

59,208

Previous 58,578 1.08%

Holding current value

$5.75 Million

Previous $5.49 Billion 0.6%

% of portfolio

1.8%

Previous 1.81%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$92.66 - $100.58 $58,375 - $63,365	630 Added 1.08%	59,208 $5.53 Billion
Q3 2024 Oct 17, 2024	SELL	$83.9 - $93.83 $281,987 - $315,362	-3,361 Reduced 5.43%	58,578 $5.49 Billion
Q2 2024 Jul 23, 2024	SELL	$81.94 - $87.24 $730,986 - $778,268	-8,921 Reduced 12.59%	61,939 $5.24 Billion
Q1 2024 Apr 23, 2024	SELL	$79.77 - $86.66 $23,133 - $25,131	-290 Reduced 0.41%	70,860 $6.14 Billion
Q4 2023 Jan 18, 2024	BUY	$73.7 - $83.0 $5.24 Million - $5.91 Million	71,150 New	71,150 $5.85 Billion

Others Institutions Holding DHS

# of Institutions

243

Shares Held

6.02M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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Precedent Wealth Partners, LLC Wisdomtree Tr U.S Transaction History