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 285,317 shares of IHDG stock, worth $12.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

285,317

Previous 342,907 16.79%

Holding current value

$12.9 Million

Previous $14.9 Million 16.93%

% of portfolio

0.12%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Ae Wealth Management LLC Wisdomtree Tr Transaction History