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

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 62,258 shares of DHS stock, worth $5.71 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
62,258
Previous 59,208 5.15%
Holding current value
$5.71 Million
Previous $5.53 Billion 11.68%
% of portfolio
1.71%
Previous 1.8%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$91.55 - $99.74 $279,227 - $304,207
3,050 Added 5.15%
62,258 $6.17 Billion
Q4 2024

Jan 21, 2025
BUY
$92.66 - $100.58 $58,375 - $63,365
630 Added 1.08%
59,208 $5.53 Billion
Q3 2024

Oct 17, 2024
SELL
$83.9 - $93.83 $281,987 - $315,362
-3,361 Reduced 5.43%
58,578 $5.49 Billion
Q2 2024

Jul 23, 2024
SELL
$81.94 - $87.24 $730,986 - $778,268
-8,921 Reduced 12.59%
61,939 $5.24 Billion
Q1 2024

Apr 23, 2024
SELL
$79.77 - $86.66 $23,133 - $25,131
-290 Reduced 0.41%
70,860 $6.14 Billion
Q4 2023

Jan 18, 2024
BUY
$73.7 - $83.0 $5.24 Million - $5.91 Million
71,150 New
71,150 $5.85 Billion

Others Institutions Holding DHS

# of Institutions
242
Shares Held
6.1M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

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