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

Ae Wealth Management LLC

$11.7 Billion
Q2 2025

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 84,782 shares of WTV stock, worth $7.39 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

84,782

Previous 81,806 3.64%

Holding current value

$7.39 Million

Previous $6.72 Million 8.99%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$72.32 - $86.4 $215,224 - $257,126	2,976 Added 3.64%	84,782 $7.33 Million
Q1 2025 May 06, 2025	BUY	$79.96 - $87.71 $321,119 - $352,243	4,016 Added 5.16%	81,806 $6.72 Million
Q4 2024 Feb 13, 2025	BUY	$79.95 - $89.42 $507,762 - $567,906	6,351 Added 8.89%	77,790 $6.5 Million
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

164

Shares Held

15.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
Industry ETFs

More about WTV

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 Wisdomtree U.S. Transaction History