Ae Wealth Management LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Ae Wealth Management LLC holds 71,439 shares of WTV stock, worth $6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
71,439
Previous 68,059 4.97%
Holding current value
$6 Million
Previous $4.97 Million 15.06%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$71.31 - $80.0 $241,027 - $270,400
3,380 Added 4.97%
71,439 $5.72 Million
Q2 2024

Aug 12, 2024
BUY
$70.89 - $75.25 $1.23 Million - $1.31 Million
17,387 Added 34.31%
68,059 $4.97 Million
Q1 2024

May 15, 2024
BUY
$67.26 - $75.6 $940,832 - $1.06 Million
13,988 Added 38.13%
50,672 $3.83 Million
Q4 2023

Feb 14, 2024
BUY
$58.23 - $69.0 $2.14 Million - $2.53 Million
36,684 New
36,684 $2.51 Million

Others Institutions Holding WTV

# of Institutions
78
Shares Held
2.93M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
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