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

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 247,317 shares of DON stock, worth $13 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

247,317

Previous 268,570 7.91%

Holding current value

$13 Million

Previous $13.7 Billion 8.2%

% of portfolio

4.11%

Previous 4.53%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$50.53 - $55.55 $1.07 Million - $1.18 Million	-21,253 Reduced 7.91%	247,317 $12.6 Billion
Q3 2024 Oct 17, 2024	BUY	$46.17 - $51.13 $262,845 - $291,083	5,693 Added 2.17%	268,570 $13.7 Billion
Q2 2024 Jul 23, 2024	BUY	$45.6 - $48.78 $267,717 - $286,387	5,871 Added 2.28%	262,877 $12.3 Billion
Q1 2024 Apr 23, 2024	BUY	$44.21 - $48.77 $330,823 - $364,945	7,483 Added 3.0%	257,006 $12.5 Billion
Q4 2023 Jan 18, 2024	BUY	$38.7 - $46.0 $9.66 Million - $11.5 Million	249,523 New	249,523 $11.4 Billion

Others Institutions Holding DON

# of Institutions

455

Shares Held

41.1M

Call Options Held

500

Put Options Held

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
Sector ETFs
Industry ETFs

More about DON

Track This Portfolio

Portfolio Update

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

News

Stay updated on Precedent Wealth Partners, LLC with notifications on news.

Account

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