Warren Averett Asset Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 18,494 shares of DON stock, worth $921,925. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,494
Previous 19,344 4.39%
Holding current value
$921,925
Previous $989,000 4.75%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$50.53 - $55.55 $42,950 - $47,217
-850 Reduced 4.39%
18,494 $942,000
Q3 2024

Nov 14, 2024
SELL
$46.17 - $51.13 $9,234 - $10,226
-200 Reduced 1.02%
19,344 $989,000
Q2 2024

Aug 14, 2024
SELL
$45.6 - $48.78 $11,400 - $12,195
-250 Reduced 1.26%
19,544 $914,000
Q1 2024

May 15, 2024
BUY
$44.21 - $48.77 $875,092 - $965,353
19,794 New
19,794 $965,000

Others Institutions Holding DON

# of Institutions
483
Shares Held
43.7M
Call Options Held
500
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. MIDCAP DIVI

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  • Ticker DON
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