Ae Wealth Management LLC Wisdomtree Tr Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 178 shares of DWM stock, worth $10,769. This represents 0.0% of its overall portfolio holdings.

Number of Shares

178

Holding current value

$10,769

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$52.54 - $57.11 $9,352 - $10,165	178 New	178 $9,000
Q4 2023 Feb 14, 2024	SELL	$46.5 - $52.58 $733,723 - $829,659	-15,779 Reduced 21.03%	59,269 $3.11 Million
Q3 2023 Oct 11, 2023	SELL	$48.13 - $51.79 $101,217 - $108,914	-2,103 Reduced 2.73%	75,048 $3.63 Million
Q2 2023 Jul 10, 2023	SELL	$48.54 - $51.63 $244,641 - $260,215	-5,040 Reduced 6.13%	77,151 $3.86 Million
Q1 2023 Apr 14, 2023	SELL	$47.34 - $51.12 $28,072 - $30,314	-593 Reduced 0.72%	82,191 $4.09 Million
Q4 2022 Jan 31, 2023	SELL	$39.94 - $48.25 $544,621 - $657,937	-13,636 Reduced 14.14%	82,784 $3.89 Million
Q3 2022 Oct 25, 2022	BUY	$39.86 - $47.65 $268,098 - $320,493	6,726 Added 7.5%	96,420 $3.87 Million
Q2 2022 Aug 03, 2022	SELL	$45.44 - $53.31 $466,759 - $547,600	-10,272 Reduced 10.28%	89,694 $4.08 Million
Q1 2022 Apr 18, 2022	BUY	$48.63 - $55.69 $1.3 Million - $1.48 Million	26,642 Added 36.33%	99,966 $5.27 Million
Q4 2021 Jan 20, 2022	BUY	$51.6 - $54.8 $3.78 Million - $4.02 Million	73,324 New	73,324 $3.97 Million

Others Institutions Holding DWM

# of Institutions

129

Shares Held

6.06M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.07M
Shares

$64.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

712K
Shares

$43.1 Million
0.02% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

390K
Shares

$23.6 Million
2.19% of portfolio
Bank Of America Corp Charlotte, NC

350K
Shares

$21.2 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$20.7 Million
0.04% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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.

Account