Ae Wealth Management LLC Wisdomtree Tr Currency Hedged Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Currency Hedged stock. As of the latest transaction made, Ae Wealth Management LLC holds 294,970 shares of DDWM stock, worth $10 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
294,970
Previous 285,269 3.4%
Holding current value
$10 Million
Previous $9.18 Million 9.89%
% of portfolio
0.13%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$31.41 - $34.22 $304,708 - $331,968
9,701 Added 3.4%
294,970 $10.1 Million
Q4 2023

Feb 14, 2024
BUY
$29.4 - $32.18 $1.09 Million - $1.19 Million
37,117 Added 14.96%
285,269 $9.18 Million
Q3 2023

Oct 11, 2023
BUY
$30.29 - $32.0 $1.33 Million - $1.41 Million
44,034 Added 21.57%
248,152 $7.56 Million
Q2 2023

Jul 10, 2023
BUY
$30.35 - $32.18 $1.24 Million - $1.32 Million
40,996 Added 25.13%
204,118 $6.38 Million
Q1 2023

Apr 14, 2023
BUY
$29.44 - $31.6 $621,625 - $667,234
21,115 Added 14.87%
163,122 $5.04 Million
Q4 2022

Jan 31, 2023
SELL
$27.47 - $30.04 $232,918 - $254,709
-8,479 Reduced 5.63%
142,007 $4.15 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-38,743 Reduced 20.47%
150,486 $3.92 Million
Q2 2022

Aug 03, 2022
BUY
N/A
1,490 Added 0.79%
189,229 $5.29 Million
Q1 2022

Apr 18, 2022
BUY
N/A
2,864 Added 1.55%
187,739 $5.76 Million
Q4 2021

Jan 20, 2022
BUY
N/A
6,434 Added 3.61%
184,875 $5.7 Million
Q3 2021

Nov 01, 2021
BUY
N/A
28,749 Added 19.21%
178,441 $5.33 Million
Q2 2021

Jul 21, 2021
BUY
N/A
33,223 Added 28.53%
149,692 $4.6 Million
Q1 2021

Apr 27, 2021
BUY
N/A
46,999 Added 67.65%
116,469 $3.47 Million
Q4 2020

Feb 01, 2021
BUY
N/A
10,235 Added 17.28%
69,470 $1.94 Million
Q3 2020

Nov 06, 2020
BUY
N/A
5,149 Added 9.52%
59,235 $1.51 Million
Q2 2020

Aug 05, 2020
BUY
N/A
9,681 Added 21.8%
54,086 $1.37 Million
Q1 2020

May 07, 2020
BUY
N/A
3,566 Added 8.73%
44,405 $1.02 Million
Q4 2019

Jan 15, 2020
BUY
N/A
23,697 Added 138.24%
40,839 $1.24 Million
Q3 2019

Nov 05, 2019
BUY
N/A
17,142 New
17,142 $494,000

Others Institutions Holding DDWM

# of Institutions
68
Shares Held
6.24M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR CURRENCY HEDGED

DDWM Quotes by TradingView
  • Ticker DDWM
  • Sector ETFs
  • Industry ETFs
More about DDWM
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email