Ae Wealth Management LLC Wisdomtree U.S. Corporate Bond Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree U.S. Corporate Bond stock. As of the latest transaction made, Ae Wealth Management LLC holds 116 shares of WFIG stock, worth $5,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares

116

Holding current value

$5,286

% of portfolio

0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	N/A	116 New	116 $5,000
Q2 2022 Aug 03, 2022	SELL	$44.26 - $49.46 $3.95 Million - $4.41 Million	-89,191 Reduced 12.58%	619,754 $28 Million
Q1 2022 Apr 18, 2022	BUY	$48.4 - $53.25 $1.16 Million - $1.27 Million	23,895 Added 3.49%	708,945 $34.9 Million
Q4 2021 Jan 20, 2022	BUY	$53.25 - $54.8 $3.65 Million - $3.76 Million	68,629 Added 11.13%	685,050 $36.8 Million
Q3 2021 Nov 01, 2021	BUY	$53.97 - $55.46 $2.41 Million - $2.48 Million	44,661 Added 7.81%	616,421 $33.3 Million
Q2 2021 Jul 21, 2021	SELL	$52.41 - $54.58 $835,625 - $870,223	-15,944 Reduced 2.71%	571,760 $31.2 Million
Q1 2021 Apr 27, 2021	SELL	$51.77 - $55.61 $3.4 Million - $3.65 Million	-65,689 Reduced 10.05%	587,704 $30.8 Million
Q4 2020 Feb 01, 2021	BUY	$54.4 - $56.24 $13.1 Million - $13.6 Million	241,713 Added 58.71%	653,393 $36.5 Million
Q3 2020 Nov 06, 2020	BUY	$54.68 - $56.32 $406,436 - $418,626	7,433 Added 1.84%	411,680 $22.6 Million
Q2 2020 Aug 05, 2020	BUY	$49.78 - $54.57 $14.3 Million - $15.7 Million	287,189 Added 245.34%	404,247 $22 Million
Q1 2020 May 07, 2020	SELL	$43.76 - $54.87 $596,011 - $747,329	-13,620 Reduced 10.42%	117,058 $5.92 Million
Q4 2019 Jan 15, 2020	BUY	$51.66 - $52.58 $2.35 Million - $2.4 Million	45,570 Added 53.54%	130,678 $6.84 Million
Q3 2019 Nov 05, 2019	BUY	$51.37 - $52.2 $4.37 Million - $4.44 Million	85,108 New	85,108 $4.44 Million

Others Institutions Holding WFIG

# of Institutions

Shares Held

359K

Call Options Held

Put Options Held

View Full List

About WISDOMTREE U.S. CORPORATE BOND

Ticker WFIG
Sector ETFs
Industry ETFs

More about WFIG

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 U.S. Corporate Bond Transaction History