Ae Wealth Management LLC Wisdomtree Tr Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

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 $11,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares
178
Previous 178 -0.0%
Holding current value
$11,167
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
132
Shares Held
5.64M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email