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

Precedent Wealth Partners, LLC

$454 Billion
Q3 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 59,976 shares of DHS stock, worth $6.04 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

59,976

Previous 60,052 0.13%

Holding current value

$6.04 Million

Previous $5.76 Billion 4.84%

% of portfolio

1.33%

Previous 1.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$96.42 - $101.82 $7,327 - $7,738	-76 Reduced 0.13%	59,976 $6.04 Billion
Q2 2025 Jul 21, 2025	SELL	$87.71 - $98.37 $193,488 - $217,004	-2,206 Reduced 3.54%	60,052 $5.76 Billion
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

267

Shares Held

6.82M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

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