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

222

Shares Held

5.71M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S

Ticker DHS
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