Ae Wealth Management LLC Wisdomtree Tr Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 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 398,190 shares of IHDG stock, worth $18.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

398,190

Previous 326,238 22.06%

Holding current value

$18.9 Million

Previous $14.7 Million 24.84%

% of portfolio

0.14%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$43.81 - $46.31 $3.15 Million - $3.33 Million	71,952 Added 22.06%	398,190 $18.3 Million
Q2 2025 Aug 06, 2025	BUY	$38.54 - $46.0 $1.58 Million - $1.88 Million	40,921 Added 14.34%	326,238 $14.7 Million
Q1 2025 May 06, 2025	SELL	$43.4 - $47.51 $2.5 Million - $2.74 Million	-57,590 Reduced 16.79%	285,317 $12.4 Million
Q4 2024 Feb 13, 2025	BUY	$43.38 - $46.0 $203,322 - $215,602	4,687 Added 1.39%	342,907 $14.9 Million
Q3 2024 Nov 14, 2024	SELL	$42.42 - $46.78 $4.08 Million - $4.5 Million	-96,106 Reduced 22.13%	338,220 $15.5 Million

Q2 2024 Aug 12, 2024	BUY	$43.96 - $46.57 $967,823 - $1.03 Million	22,016 Added 5.34%	434,326 $19.8 Million
Q1 2024 May 15, 2024	SELL	$41.39 - $45.98 $3.2 Million - $3.55 Million	-77,303 Reduced 15.79%	412,310 $18.9 Million
Q4 2023 Feb 14, 2024	BUY	$37.18 - $42.02 $3.1 Million - $3.5 Million	83,332 Added 20.51%	489,613 $20.6 Million
Q3 2023 Oct 11, 2023	BUY	$38.54 - $40.44 $2.72 Million - $2.85 Million	70,515 Added 21.0%	406,281 $15.7 Million
Q2 2023 Jul 10, 2023	BUY	$39.29 - $40.67 $3.11 Million - $3.21 Million	79,034 Added 30.78%	335,766 $13.5 Million
Q1 2023 Apr 14, 2023	SELL	$36.38 - $39.42 $3.09 Million - $3.35 Million	-84,977 Reduced 24.87%	256,732 $10.1 Million
Q3 2022 Oct 25, 2022	BUY	$35.81 - $40.82 $856,718 - $976,577	23,924 Added 7.53%	341,709 $12.3 Million
Q2 2022 Aug 03, 2022	BUY	$37.42 - $43.67 $3.05 Million - $3.56 Million	81,519 Added 34.5%	317,785 $11.9 Million
Q1 2022 Apr 18, 2022	BUY	$39.56 - $46.1 $1.28 Million - $1.49 Million	32,377 Added 15.88%	236,266 $10.1 Million
Q4 2021 Jan 20, 2022	BUY	$42.54 - $45.97 $517,881 - $559,638	12,174 Added 6.35%	203,889 $9.33 Million
Q3 2021 Nov 01, 2021	BUY	$43.17 - $46.44 $877,171 - $943,614	20,319 Added 11.86%	191,715 $8.28 Million
Q2 2021 Jul 21, 2021	BUY	$41.62 - $44.6 $1.24 Million - $1.33 Million	29,804 Added 21.05%	171,396 $7.56 Million
Q1 2021 Apr 27, 2021	BUY	$39.63 - $41.58 $1.87 Million - $1.96 Million	47,098 Added 49.84%	141,592 $5.85 Million
Q4 2020 Feb 01, 2021	BUY	$35.11 - $39.58 $305,211 - $344,068	8,693 Added 10.13%	94,494 $3.72 Million
Q3 2020 Nov 06, 2020	BUY	$34.84 - $37.04 $6,375 - $6,778	183 Added 0.21%	85,801 $3.14 Million
Q2 2020 Aug 05, 2020	BUY	$29.36 - $35.76 $163,447 - $199,075	5,567 Added 6.95%	85,618 $3 Million
Q1 2020 May 07, 2020	BUY	$26.65 - $37.66 $768,292 - $1.09 Million	28,829 Added 56.28%	80,051 $2.42 Million
Q4 2019 Jan 15, 2020	BUY	$32.51 - $36.69 $413,072 - $466,183	12,706 Added 32.99%	51,222 $1.86 Million
Q3 2019 Nov 05, 2019	BUY	$33.19 - $33.7 $1.28 Million - $1.3 Million	38,516 New	38,516 $1.3 Million

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

36.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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

Ae Wealth Management LLC Wisdomtree Tr Transaction History