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

Precedent Wealth Partners, LLC

  • $454 Billion
  • Q3 2025

Shares

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

Apr 17, 2025
SELL
$76.77 - $82.22 $63,104 - $67,584
-822 Reduced 24.3%
2,561 $203 Million
Q4 2024

Jan 21, 2025
SELL
$77.23 - $82.11 $18,149 - $19,295
-235 Reduced 6.5%
3,383 $263 Million
Q3 2024

Oct 17, 2024
SELL
$71.86 - $78.56 $18,899 - $20,661
-263 Reduced 6.78%
3,618 $284 Million
Q4 2023

Jan 18, 2024
BUY
$58.89 - $66.53 $228,552 - $258,202
3,881 New
3,881 $258 Million

Others Institutions Holding DLN

# of Institutions
480
Shares Held
43.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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