Ae Wealth Management LLC Wisdomtree Tr Dynamic Currency Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 2025

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 90,750 shares of DDLS stock, worth $3.49 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

90,750

Previous 110,765 18.07%

Holding current value

$3.49 Million

Previous $3.87 Million 17.19%

% of portfolio

0.03%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$34.06 - $36.44 $681,710 - $729,346	-20,015 Reduced 18.07%	90,750 $3.21 Million
Q4 2024 Feb 13, 2025	BUY	$34.5 - $36.32 $58,098 - $61,162	1,684 Added 1.54%	110,765 $3.87 Million
Q3 2024 Nov 14, 2024	SELL	$33.08 - $36.65 $1.29 Million - $1.42 Million	-38,857 Reduced 26.27%	109,081 $3.99 Million
Q2 2024 Aug 12, 2024	BUY	$33.39 - $35.33 $328,090 - $347,152	9,826 Added 7.11%	147,938 $5.08 Million
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	$27.89 - $31.17 $142,378 - $159,122	-5,105 Reduced 7.94%	59,227 $1.77 Million
Q3 2022 Oct 25, 2022	SELL	$27.91 - $32.09 $510,641 - $587,118	-18,296 Reduced 22.14%	64,332 $1.81 Million
Q2 2022 Aug 03, 2022	BUY	$30.12 - $33.92 $52,077 - $58,647	1,729 Added 2.14%	82,628 $2.49 Million
Q1 2022 Apr 18, 2022	SELL	$31.22 - $35.63 $30,064 - $34,311	-963 Reduced 1.18%	80,899 $2.7 Million
Q4 2021 Jan 20, 2022	BUY	$33.56 - $35.7 $110,848 - $117,917	3,303 Added 4.2%	81,862 $2.88 Million
Q3 2021 Nov 01, 2021	BUY	$33.83 - $36.67 $441,684 - $478,763	13,056 Added 19.93%	78,559 $2.73 Million
Q2 2021 Jul 21, 2021	BUY	$33.99 - $35.56 $472,223 - $494,035	13,893 Added 26.92%	65,503 $2.26 Million
Q1 2021 Apr 27, 2021	BUY	$30.86 - $33.89 $594,487 - $652,856	19,264 Added 59.56%	51,610 $1.74 Million
Q4 2020 Feb 01, 2021	BUY	$26.8 - $31.1 $122,502 - $142,158	4,571 Added 16.46%	32,346 $998,000
Q3 2020 Nov 06, 2020	BUY	$26.18 - $28.36 $61,575 - $66,702	2,352 Added 9.25%	27,775 $769,000
Q2 2020 Aug 05, 2020	BUY	$21.95 - $27.84 $104,108 - $132,045	4,743 Added 22.94%	25,423 $665,000
Q1 2020 May 07, 2020	BUY	$21.04 - $33.29 $38,082 - $60,254	1,810 Added 9.59%	20,680 $478,000
Q4 2019 Jan 15, 2020	BUY	$29.28 - $33.26 $311,714 - $354,085	10,646 Added 129.45%	18,870 $621,000
Q3 2019 Nov 05, 2019	BUY	$29.55 - $30.45 $243,019 - $250,420	8,224 New	8,224 $246,000

Others Institutions Holding DDLS

# of Institutions

Shares Held

948K

Call Options Held

Put Options Held

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About WISDOMTREE TR DYNAMIC CURRENCY

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Ae Wealth Management LLC Wisdomtree Tr Dynamic Currency Transaction History