Ae Wealth Management LLC Wisdomtree Tr U.S Total Divide Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,402 shares of DTD stock, worth $117,305. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,402

Previous 1,251 12.07%

Holding current value

$117,305

Previous $96,000 15.63%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$68.45 - $79.52 $10,335 - $12,007	151 Added 12.07%	1,402 $111,000
Q1 2025 May 06, 2025	BUY	$74.87 - $79.99 $74 - $79	1 Added 0.08%	1,251 $96,000
Q4 2024 Feb 13, 2025	BUY	$75.44 - $80.53 $94,300 - $100,662	1,250 New	1,250 $94,000
Q4 2023 Feb 14, 2024	BUY	$57.51 - $65.5 $7,418 - $8,449	129 Added 1.04%	12,504 $817,000
Q3 2023 Oct 11, 2023	BUY	$60.13 - $64.29 $14,431 - $15,429	240 Added 1.98%	12,375 $744,000
Q2 2023 Jul 10, 2023	SELL	$58.74 - $62.09 $6,108 - $6,457	-104 Reduced 0.85%	12,135 $753,000
Q1 2023 Apr 14, 2023	SELL	$58.06 - $63.3 $37,739 - $41,145	-650 Reduced 5.04%	12,239 $741,000
Q4 2022 Jan 31, 2023	SELL	$55.0 - $63.6 $2.71 Million - $3.14 Million	-49,346 Reduced 79.29%	12,889 $781,000
Q3 2022 Oct 25, 2022	SELL	$54.26 - $63.28 $606,518 - $707,343	-11,178 Reduced 15.23%	62,235 $3.38 Million
Q2 2022 Aug 03, 2022	SELL	$56.16 - $65.68 $132,593 - $155,070	-2,361 Reduced 3.12%	73,413 $4.25 Million
Q1 2022 Apr 18, 2022	BUY	$61.31 - $65.53 $881,208 - $941,862	14,373 Added 23.41%	75,774 $4.89 Million
Q4 2021 Jan 20, 2022	BUY	$59.03 - $64.77 $3.62 Million - $3.98 Million	61,401 New	61,401 $3.98 Million

Others Institutions Holding DTD

# of Institutions

220

Shares Held

9.39M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Ae Wealth Management LLC Wisdomtree Tr U.S Total Divide Transaction History