PRECEDENT WEALTH PARTNERS, LLC DON Holdings History
PRECEDENT WEALTH PARTNERS, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 267,655.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $13.25 Mil. This investment constitutes 3.68% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.37% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 4 purchases of DON, at an average price of $42.93, for a total of 288,908.00 shares. In addition, there have been 1 sales at an average price of $52.47 for 21,253.00 shares. Based on historical transaction data and DON's current price of $51.09, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his DON holdings is $2.39 Mil, reflecting a 19.24% gain to date.
PRECEDENT WEALTH PARTNERS, LLC DON ($51.09) Holding Chart
PRECEDENT WEALTH PARTNERS, LLC DON ($51.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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