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

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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

$9.69 Million
8.47% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.72 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

171K
Shares

$7.04 Million
2.31% of portfolio
High Note Wealth, LLC Deephaven, MN

125K
Shares

$5.13 Million
1.08% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$4.34 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

Ticker DDLS
Sector ETFs
Industry ETFs

More about DDLS

Track This Portfolio

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.