Ae Wealth Management LLC Wisdomtree Tr Transaction History

Ae Wealth Management LLC

  • $11.7 Billion
  • Q2 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 428 shares of DWM stock, worth $27,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
428
Previous 178 140.45%
Holding current value
$27,849
Previous $10,000 170.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$52.06 - $63.91 $13,015 - $15,977
250 Added 140.45%
428 $27,000
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
135
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
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