Ae Wealth Management LLC Wisdomtree Tr Dynamic Currency Call Options Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DDLS

# of Institutions

43

Shares Held

1.45M

Call Options Held

0

Put Options Held

0

Stonebridge Wealth Management, LLC Oak Brook, IL

235K
Shares

$9.85 Million
8.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.85 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

171K
Shares

$7.16 Million
2.31% of portfolio
High Note Wealth, LLC Deephaven, MN

125K
Shares

$5.21 Million
1.08% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$4.42 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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