Wise Wealth Partners Purchases and Sells in Q2 2025

Wise Wealth Partners

$59.9 Billion
Q2 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	150K + 214.93%	$58.41 - $72.69 $8.77M - $10.9M	220K $16B
AGG	38.3K + 1603.98%	$96.84 - $99.46 $3.7M - $3.8M	40.6K $4.03B
QQQ	962 + 88.1%	$416.06 - $551.64 $400K - $531K	2.05K $1.13B
VYMI	4.74K + 18.78%	$65.84 - $80.81 $312K - $383K	29.9K $2.4B
AMZN	2.17K + 159.62%	$167.32 - $223.3 $362K - $484K	3.52K $773M
GOOG	2.65K + 180.63%	$146.58 - $180.01 $388K - $477K	4.11K $730M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDMO	44.5K New	$39.69 - $51.24 $1.77M - $2.28M	44.5K $2.28B
DIMENSIONAL ETF TRUST	38.9K New	N/A	38.9K $2.12B
CAPITAL GROUP EQUITY ETF TR	59.9K New	N/A	59.9K $1.61B
UTES	20.8K New	N/A	20.8K $1.57B
VDC	6.91K New	$204.89 - $224.73 $1.42M - $1.55M	6.91K $1.51B
CVX	3.02K New	$133.73 - $168.51 $404K - $509K	3.02K $433M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-128K - 65.46%	$22.54 - $23.17 $2.88M - $2.96M	67.4K $1.55B
QUAL	-11.1K - 67.61%	$152.42 - $182.82 $1.7M - $2.03M	5.33K $975M
GLD	-4.61K - 29.99%	$273.71 - $316.29 $1.26M - $1.46M	10.8K $3.28B
SPYV	-303 - 5.53%	$45.11 - $52.34 $13.7K - $15.9K	5.17K $271M
VTI	-110 - 4.54%	$243.75 - $303.93 $26.8K - $33.4K	2.32K $704M
IWF	-90 - 6.62%	$320.42 - $424.58 $28.8K - $38.2K	1.27K $539M

Activity Summary All Purchases 37 New Holdings 10 Increased Positions 27 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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