Ae Wealth Management LLC Wisdomtree Tr Transaction History

Ae Wealth Management LLC

  • $8.07 Billion
  • Q1 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 412,310 shares of IHDG stock, worth $18.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
412,310
Previous 489,613 15.79%
Holding current value
$18.8 Million
Previous $20.6 Million 7.87%
% of portfolio
0.23%
Previous 0.11%

Shares

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

May 15, 2024
SELL
$41.39 - $45.98 $3.2 Million - $3.55 Million
-77,303 Reduced 15.79%
412,310 $18.9 Million
Q4 2023

Feb 14, 2024
BUY
$37.18 - $42.02 $3.1 Million - $3.5 Million
83,332 Added 20.51%
489,613 $20.6 Million
Q3 2023

Oct 11, 2023
BUY
$38.54 - $40.44 $2.72 Million - $2.85 Million
70,515 Added 21.0%
406,281 $15.7 Million
Q2 2023

Jul 10, 2023
BUY
$39.29 - $40.67 $3.11 Million - $3.21 Million
79,034 Added 30.78%
335,766 $13.5 Million
Q1 2023

Apr 14, 2023
SELL
$36.38 - $39.42 $3.09 Million - $3.35 Million
-84,977 Reduced 24.87%
256,732 $10.1 Million
Q3 2022

Oct 25, 2022
BUY
N/A
23,924 Added 7.53%
341,709 $12.3 Million
Q2 2022

Aug 03, 2022
BUY
N/A
81,519 Added 34.5%
317,785 $11.9 Million
Q1 2022

Apr 18, 2022
BUY
N/A
32,377 Added 15.88%
236,266 $10.1 Million
Q4 2021

Jan 20, 2022
BUY
N/A
12,174 Added 6.35%
203,889 $9.33 Million
Q3 2021

Nov 01, 2021
BUY
N/A
20,319 Added 11.86%
191,715 $8.28 Million
Q2 2021

Jul 21, 2021
BUY
N/A
29,804 Added 21.05%
171,396 $7.56 Million
Q1 2021

Apr 27, 2021
BUY
N/A
47,098 Added 49.84%
141,592 $5.85 Million
Q4 2020

Feb 01, 2021
BUY
N/A
8,693 Added 10.13%
94,494 $3.72 Million
Q3 2020

Nov 06, 2020
BUY
N/A
183 Added 0.21%
85,801 $3.14 Million
Q2 2020

Aug 05, 2020
BUY
N/A
5,567 Added 6.95%
85,618 $3 Million
Q1 2020

May 07, 2020
BUY
N/A
28,829 Added 56.28%
80,051 $2.42 Million
Q4 2019

Jan 15, 2020
BUY
N/A
12,706 Added 32.99%
51,222 $1.86 Million
Q3 2019

Nov 05, 2019
BUY
N/A
38,516 New
38,516 $1.3 Million

Others Institutions Holding IHDG

# of Institutions
235
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

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