Ae Wealth Management LLC Wisdomtree Tr Dynamic Currency Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Dynamic Currency stock. As of the latest transaction made, Ae Wealth Management LLC holds 138,112 shares of DDLS stock, worth $4.75 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
138,112
Previous 133,093 3.77%
Holding current value
$4.75 Million
Previous $4.4 Million 7.75%
% of portfolio
0.06%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$31.97 - $34.34 $160,457 - $172,352
5,019 Added 3.77%
138,112 $4.74 Million
Q4 2023

Feb 14, 2024
BUY
$28.92 - $33.07 $570,794 - $652,702
19,737 Added 17.41%
133,093 $4.4 Million
Q3 2023

Oct 11, 2023
BUY
$30.51 - $32.34 $686,993 - $728,199
22,517 Added 24.79%
113,356 $3.47 Million
Q2 2023

Jul 10, 2023
BUY
$30.78 - $32.49 $677,867 - $715,527
22,023 Added 32.0%
90,839 $2.85 Million
Q1 2023

Apr 14, 2023
BUY
$30.15 - $32.82 $289,108 - $314,710
9,589 Added 16.19%
68,816 $2.17 Million
Q4 2022

Jan 31, 2023
SELL
$28.97 - $31.17 $147,891 - $159,122
-5,105 Reduced 7.94%
59,227 $1.77 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-18,296 Reduced 22.14%
64,332 $1.81 Million
Q2 2022

Aug 03, 2022
BUY
N/A
1,729 Added 2.14%
82,628 $2.49 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-963 Reduced 1.18%
80,899 $2.7 Million
Q4 2021

Jan 20, 2022
BUY
N/A
3,303 Added 4.2%
81,862 $2.88 Million
Q3 2021

Nov 01, 2021
BUY
N/A
13,056 Added 19.93%
78,559 $2.73 Million
Q2 2021

Jul 21, 2021
BUY
N/A
13,893 Added 26.92%
65,503 $2.26 Million
Q1 2021

Apr 27, 2021
BUY
N/A
19,264 Added 59.56%
51,610 $1.74 Million
Q4 2020

Feb 01, 2021
BUY
N/A
4,571 Added 16.46%
32,346 $998,000
Q3 2020

Nov 06, 2020
BUY
N/A
2,352 Added 9.25%
27,775 $769,000
Q2 2020

Aug 05, 2020
BUY
N/A
4,743 Added 22.94%
25,423 $665,000
Q1 2020

May 07, 2020
BUY
N/A
1,810 Added 9.59%
20,680 $478,000
Q4 2019

Jan 15, 2020
BUY
N/A
10,646 Added 129.45%
18,870 $621,000
Q3 2019

Nov 05, 2019
BUY
N/A
8,224 New
8,224 $246,000

Others Institutions Holding DDLS

# of Institutions
25
Shares Held
985K
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR DYNAMIC CURRENCY

DDLS Quotes by TradingView
  • Ticker DDLS
  • Sector ETFs
  • Industry ETFs
More about DDLS
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email