Warren Averett Asset Management, LLC Wisdomtree Tr U.S Total Divide Transaction History

Warren Averett Asset Management, LLC

$8.88 Billion
Q2 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,591 shares of DTD stock, worth $301,859. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,591

Previous 3,591 -0.0%

Holding current value

$301,859

Previous $276,000 3.26%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$74.87 - $79.99 $7,262 - $7,759	97 Added 2.78%	3,591 $276,000
Q4 2024 Feb 14, 2025	BUY	$75.44 - $80.53 $980 - $1,046	13 Added 0.37%	3,494 $265,000
Q3 2024 Nov 14, 2024	BUY	$70.02 - $76.68 $980 - $1,073	14 Added 0.4%	3,481 $266,000
Q2 2024 Aug 14, 2024	BUY	$67.07 - $71.45 $938 - $1,000	14 Added 0.41%	3,467 $245,000
Q1 2024 May 15, 2024	BUY	$64.49 - $70.72 $222,683 - $244,196	3,453 New	3,453 $244,000

Others Institutions Holding DTD

# of Institutions

217

Shares Held

9.15M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Warren Averett Asset Management, LLC Wisdomtree Tr U.S Total Divide Transaction History