Ae Wealth Management LLC Wisdomtree Tr Managed Futures Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,210 shares of WTMF stock, worth $85,615. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,210
Previous 3,112
28.98%
Holding current value
$85,615
Previous $106,000
26.42%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding WTMF
# of Institutions
82Shares Held
4.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$41 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS498KShares$19.3 Million0.21% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.4 Million2.63% of portfolio
-
Stewardship Advisors, LLC270KShares$10.5 Million2.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC266KShares$10.3 Million0.0% of portfolio