Ae Wealth Management LLC Wisdomtree Tr U.S Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$80.0 - $91.19 $39,600 - $45,139	-495 Reduced 1.83%	26,585 $2.19 Million
Q1 2022 Apr 18, 2022	BUY	$82.52 - $88.81 $672,455 - $723,712	8,149 Added 43.05%	27,080 $2.39 Million
Q4 2021 Jan 20, 2022	BUY	$76.78 - $82.54 $12,515 - $13,454	163 Added 0.87%	18,931 $1.56 Million
Q3 2021 Nov 01, 2021	BUY	$76.98 - $81.05 $168,586 - $177,499	2,190 Added 13.21%	18,768 $1.45 Million
Q2 2021 Jul 21, 2021	BUY	$76.59 - $80.99 $229,770 - $242,969	3,000 Added 22.09%	16,578 $1.3 Million
Q1 2021 Apr 27, 2021	BUY	$68.47 - $76.8 $443,206 - $497,126	6,473 Added 91.1%	13,578 $1.04 Million
Q4 2020 Feb 01, 2021	BUY	$60.36 - $71.22 $81,184 - $95,790	1,345 Added 23.35%	7,105 $493,000
Q3 2020 Nov 06, 2020	BUY	$60.76 - $65.86 $27,524 - $29,834	453 Added 8.54%	5,760 $360,000
Q2 2020 Aug 05, 2020	BUY	$53.94 - $68.94 $286,259 - $365,864	5,307 New	5,307 $331,000

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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.