Ae Wealth Management LLC Wisdomtree Tr Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$37.05 - $39.86 $223,152 - $240,076	-6,023 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$31.49 - $37.76 $643,435 - $771,550	-20,433 Reduced 77.23%	6,023 $225,000
Q3 2020 Nov 06, 2020	SELL	$32.41 - $35.33 $884,598 - $964,297	-27,294 Reduced 50.78%	26,456 $870,000
Q2 2020 Aug 05, 2020	BUY	$28.17 - $35.69 $68,762 - $87,119	2,441 Added 4.76%	53,750 $1.77 Million
Q1 2020 May 07, 2020	BUY	$25.75 - $42.34 $233,423 - $383,812	9,065 Added 21.46%	51,309 $1.51 Million
Q4 2019 Jan 15, 2020	BUY	$37.91 - $42.28 $8,795 - $9,808	232 Added 0.55%	42,244 $1.78 Million
Q3 2019 Nov 05, 2019	BUY	$38.8 - $39.95 $1.63 Million - $1.68 Million	42,012 New	42,012 $1.64 Million

Others Institutions Holding DTH

# of Institutions

79

Shares Held

5.45M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.38M
Shares

$52.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22.5 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.6 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.35 Million
0.01% of portfolio

About WISDOMTREE TR

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