Ae Wealth Management LLC Wisdomtree Tr Managed Futures Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q1 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 3,112 shares of WTMF stock, worth $108,359. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,112

Previous 3,889 19.98%

Holding current value

$108,359

Previous $135,000 21.48%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$33.94 - $35.62 $26,371 - $27,676	-777 Reduced 19.98%	3,112 $106,000
Q4 2024 Feb 13, 2025	BUY	$34.6 - $36.99 $134,559 - $143,854	3,889 New	3,889 $135,000
Q1 2024 May 15, 2024	SELL	$34.62 - $37.5 $2.82 Million - $3.05 Million	-81,355 Reduced 91.36%	7,690 $288,000
Q4 2023 Feb 14, 2024	BUY	$33.49 - $35.26 $2.53 Million - $2.66 Million	75,472 Added 556.05%	89,045 $3.12 Million
Q3 2023 Oct 11, 2023	SELL	$34.48 - $35.56 $26,549 - $27,381	-770 Reduced 5.37%	13,573 $477,000
Q2 2023 Jul 10, 2023	BUY	$33.23 - $35.11 $5,117 - $5,406	154 Added 1.09%	14,343 $501,000
Q1 2023 Apr 14, 2023	BUY	$31.55 - $33.56 $21,170 - $22,518	671 Added 4.96%	14,189 $476,000
Q4 2022 Jan 31, 2023	BUY	$31.5 - $34.93 $31,531 - $34,964	1,001 Added 8.0%	13,518 $426,000
Q3 2022 Oct 25, 2022	BUY	$34.24 - $35.55 $71,698 - $74,441	2,094 Added 20.09%	12,517 $431,000
Q2 2022 Aug 03, 2022	BUY	$35.11 - $36.46 $99,080 - $102,890	2,822 Added 37.13%	10,423 $366,000
Q1 2022 Apr 18, 2022	BUY	$34.12 - $37.86 $259,346 - $287,773	7,601 New	7,601 $273,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.07M

Call Options Held

Put Options Held

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About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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Ae Wealth Management LLC Wisdomtree Tr Managed Futures Transaction History