Ae Wealth Management LLC Wisdomtree Tr Currency Hedged Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 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 313,466 shares of DDWM stock, worth $10.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

313,466

Previous 294,970 6.27%

Holding current value

$10.9 Million

Previous $10.1 Million 5.84%

% of portfolio

0.12%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$33.15 - $35.16 $613,142 - $650,319	18,496 Added 6.27%	313,466 $10.7 Million
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	$26.1 - $30.04 $221,301 - $254,709	-8,479 Reduced 5.63%	142,007 $4.15 Million
Q3 2022 Oct 25, 2022	SELL	$26.03 - $29.27 $1.01 Million - $1.13 Million	-38,743 Reduced 20.47%	150,486 $3.92 Million
Q2 2022 Aug 03, 2022	BUY	$27.95 - $31.1 $41,645 - $46,339	1,490 Added 0.79%	189,229 $5.29 Million
Q1 2022 Apr 18, 2022	BUY	$28.24 - $31.74 $80,879 - $90,903	2,864 Added 1.55%	187,739 $5.76 Million
Q4 2021 Jan 20, 2022	BUY	$29.46 - $31.01 $189,545 - $199,518	6,434 Added 3.61%	184,875 $5.7 Million
Q3 2021 Nov 01, 2021	BUY	$29.85 - $31.63 $858,157 - $909,330	28,749 Added 19.21%	178,441 $5.33 Million
Q2 2021 Jul 21, 2021	BUY	$29.96 - $31.68 $995,361 - $1.05 Million	33,223 Added 28.53%	149,692 $4.6 Million
Q1 2021 Apr 27, 2021	BUY	$27.91 - $29.92 $1.31 Million - $1.41 Million	46,999 Added 67.65%	116,469 $3.47 Million
Q4 2020 Feb 01, 2021	BUY	$24.38 - $28.17 $249,529 - $288,319	10,235 Added 17.28%	69,470 $1.94 Million
Q3 2020 Nov 06, 2020	BUY	$25.22 - $26.73 $129,857 - $137,632	5,149 Added 9.52%	59,235 $1.51 Million
Q2 2020 Aug 05, 2020	BUY	$22.05 - $27.01 $213,466 - $261,483	9,681 Added 21.8%	54,086 $1.37 Million
Q1 2020 May 07, 2020	BUY	$20.08 - $30.89 $71,605 - $110,153	3,566 Added 8.73%	44,405 $1.02 Million
Q4 2019 Jan 15, 2020	BUY	$28.03 - $30.88 $664,226 - $731,763	23,697 Added 138.24%	40,839 $1.24 Million
Q3 2019 Nov 05, 2019	BUY	$28.47 - $29.16 $488,032 - $499,860	17,142 New	17,142 $494,000

Others Institutions Holding DDWM

# of Institutions

Shares Held

5.96M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR CURRENCY HEDGED

Ticker DDWM
Sector ETFs
Industry ETFs

More about DDWM

Track This Portfolio

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.

Account

Ae Wealth Management LLC Wisdomtree Tr Currency Hedged Transaction History