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

Precedent Wealth Partners, LLC

$408 Billion
Q2 2025

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 279,484 shares of DON stock, worth $14.4 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares

279,484

Previous 267,655 4.42%

Holding current value

$14.4 Million

Previous $13.3 Billion 5.68%

% of portfolio

3.43%

Previous 3.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$43.28 - $50.37 $511,959 - $595,826	11,829 Added 4.42%	279,484 $14 Billion
Q1 2025 Apr 17, 2025	BUY	$48.02 - $53.02 $976,630 - $1.08 Million	20,338 Added 8.22%	267,655 $13.3 Billion
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

489

Shares Held

44.7M

Call Options Held

500

Put Options Held

237

View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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