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

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 92,588 shares of DON stock, worth $5.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
92,588
Previous 92,133 0.49%
Holding current value
$5.1 Million
Previous $4.31 Billion 10.25%
% of portfolio
0.6%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$46.17 - $51.13 $21,007 - $23,264
455 Added 0.49%
92,588 $4.75 Billion
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
448
Shares Held
40.9M
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
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