Ae Wealth Management LLC Wisdomtree Tr Dynamic Currency Call Options Transaction History

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DDLS

# of Institutions

43

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

Stonebridge Wealth Management, LLC Oak Brook, IL

234K
Shares

$9.89 Million
8.72% of portfolio
Cetera Investment Advisers Schaumburg, IL

187K
Shares

$7.92 Million
0.01% of portfolio
Berkeley, Inc Boise, ID

167K
Shares

$7.04 Million
2.36% of portfolio
High Note Wealth, LLC Deephaven, MN

118K
Shares

$4.98 Million
1.09% of portfolio
Bms Financial Advisors, LLC

106K
Shares

$4.46 Million
2.24% of portfolio

About WISDOMTREE TR DYNAMIC CURRENCY

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