Warren Averett Asset Management, LLC Wisdomtree Tr U.S. Smallcap Di 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. Smallcap Di stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 20,616 shares of DES stock, worth $695,996. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,616
Previous 14,053 46.7%
Holding current value
$695,996
Previous $484,000 46.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$33.7 - $37.69 $221,173 - $247,359
6,563 Added 46.7%
20,616 $708,000
Q3 2024

Nov 14, 2024
SELL
$30.61 - $34.92 $9,152 - $10,441
-299 Reduced 2.08%
14,053 $484,000
Q2 2024

Aug 14, 2024
SELL
$30.34 - $32.53 $6,037 - $6,473
-199 Reduced 1.37%
14,352 $447,000
Q1 2024

May 15, 2024
BUY
$30.25 - $32.68 $440,167 - $475,526
14,551 New
14,551 $475,000

Others Institutions Holding DES

# of Institutions
360
Shares Held
31.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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