Ae Wealth Management LLC Wisdomtree Tr Japan Smallcap D Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$65.89 - $74.9 $406,409 - $461,983	6,168 New	6,168 $461,000

Others Institutions Holding DFJ

# of Institutions

65

Shares Held

1.28M

Call Options Held

2.8K

Put Options Held

1K

Morgan Stanley New York, NY

266K
Shares

$20.3 Million
0.0% of portfolio
Motley Fool Wealth Management, LLC Alexandria, VA

244K
Shares

$18.5 Million
1.05% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$14.3 Million
0.01% of portfolio
Vontobel Holding Ltd.

81.5K
Shares

$6.2 Million
0.02% of portfolio
Barry Investment Advisors, LLC

75.5K
Shares

$5.74 Million
1.89% of portfolio

About WISDOMTREE TR JAPAN SMALLCAP D

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