Cascade Financial Partners, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Cascade Financial Partners, LLC

  • $761 Billion
  • Q2 2024

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 92,133 shares of DON stock, worth $4.72 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
92,133
Previous 92,233 0.11%
Holding current value
$4.72 Million
Previous $4.28 Billion 0.62%
% of portfolio
0.57%
Previous 0.62%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$45.6 - $48.78 $4,560 - $4,878
-100 Reduced 0.11%
92,133 $4.31 Billion
Q1 2024

May 14, 2024
BUY
$44.21 - $48.77 $4.08 Million - $4.5 Million
92,233 New
92,233 $4.28 Billion

Others Institutions Holding DON

# of Institutions
437
Shares Held
41.3M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

DON Quotes by TradingView
  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email