Ae Wealth Management LLC Wisdomtree Tr Us Multifactor F Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Us Multifactor F stock. As of the latest transaction made, Ae Wealth Management LLC holds 12 shares of USMF stock, worth $592. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$592

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$48.43 - $52.86 $581 - $634	12 New	12 $0
Q3 2022 Oct 25, 2022	BUY	$34.15 - $39.86 $80,218 - $93,631	2,349 Added 4.63%	53,044 $1.81 Million
Q2 2022 Aug 03, 2022	SELL	$35.27 - $41.72 $265,688 - $314,276	-7,533 Reduced 12.94%	50,695 $1.84 Million
Q1 2022 Apr 18, 2022	BUY	$38.79 - $42.22 $2.26 Million - $2.46 Million	58,228 New	58,228 $2.39 Million
Q3 2021 Nov 01, 2021	SELL	$38.56 - $41.0 $1.01 Million - $1.08 Million	-26,248 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$38.14 - $39.96 $1 Million - $1.05 Million	26,248 New	26,248 $1.03 Million
Q3 2020 Nov 06, 2020	SELL	$29.85 - $32.99 $579,627 - $640,599	-19,418 Closed	0 $0
Q2 2020 Aug 05, 2020	BUY	$23.43 - $31.32 $3,209 - $4,290	137 Added 0.71%	19,418 $579,000
Q1 2020 May 07, 2020	BUY	$21.28 - $33.37 $5,405 - $8,475	254 Added 1.33%	19,281 $473,000
Q4 2019 Jan 15, 2020	BUY	$29.63 - $32.28 $103,142 - $112,366	3,481 Added 22.39%	19,027 $608,000
Q3 2019 Nov 05, 2019	BUY	$30.18 - $30.76 $97,692 - $99,570	3,237 Added 26.3%	15,546 $472,000
Q2 2019 Jul 22, 2019	BUY	N/A	12,309 New	12,309 $370,000

Others Institutions Holding USMF

# of Institutions

Shares Held

8.76M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

2.34M
Shares

$115 Million
0.53% of portfolio
High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$63.6 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$58.8 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

458K
Shares

$22.6 Million
0.56% of portfolio
Team Financial Group, LLC Temecula, CA

379K
Shares

$18.7 Million
10.8% of portfolio

View Full List

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
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