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

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

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 92,638 shares of DON stock, worth $4.54 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

92,638

Previous 93,488 0.91%

Holding current value

$4.54 Million

Previous $4.77 Billion 3.73%

% of portfolio

0.58%

Previous 0.62%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$48.02 - $53.02 $40,817 - $45,067	-850 Reduced 0.91%	92,638 $4.59 Billion
Q4 2024 Feb 07, 2025	BUY	$50.53 - $55.55 $45,477 - $49,995	900 Added 0.97%	93,488 $4.77 Billion
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

492

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

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About WISDOMTREE TR U.S. MIDCAP DIVI

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