Precedent Wealth Partners, LLC Wisdomtree Tr Transaction History

Precedent Wealth Partners, LLC

  • $233 Billion
  • Q1 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 13,154 shares of DTH stock, worth $515,505. This represents 0.22% of its overall portfolio holdings.

Number of Shares
13,154
Previous 13,165 0.08%
Holding current value
$515,505
Previous $512 Million 1.81%
% of portfolio
0.22%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$37.09 - $39.82 $407 - $438
-11 Reduced 0.08%
13,154 $521 Million
Q4 2023

Jan 18, 2024
BUY
$34.66 - $39.12 $456,298 - $515,014
13,165 New
13,165 $512 Million

Others Institutions Holding DTH

# of Institutions
83
Shares Held
5.83M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
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