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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,873 shares of DES stock, worth $126,879. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,873
Previous 3,873 -0.0%
Holding current value
$126,879
Previous $123,000 5.69%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$28.02 - $32.37 $11,992 - $13,854
428 Added 12.42%
3,873 $123,000
Q1 2025

May 06, 2025
BUY
$31.63 - $35.22 $3,068 - $3,416
97 Added 2.9%
3,445 $110,000
Q4 2024

Feb 13, 2025
BUY
$33.7 - $37.69 $112,827 - $126,186
3,348 New
3,348 $115,000
Q2 2023

Jul 10, 2023
BUY
$26.6 - $29.16 $410,863 - $450,405
15,446 New
15,446 $444,000
Q2 2022

Aug 03, 2022
BUY
$27.57 - $32.14 $12.6 Million - $14.6 Million
455,769 New
455,769 $12.9 Million
Q1 2022

Apr 18, 2022
SELL
$30.79 - $33.49 $790,810 - $860,157
-25,684 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$30.94 - $33.79 $79,948 - $87,313
2,584 Added 11.19%
25,684 $844,000
Q3 2021

Nov 01, 2021
SELL
$30.22 - $32.27 $908,866 - $970,520
-30,075 Reduced 56.56%
23,100 $712,000
Q2 2021

Jul 21, 2021
SELL
$31.27 - $33.51 $13,602 - $14,576
-435 Reduced 0.81%
53,175 $1.7 Million
Q1 2021

Apr 27, 2021
BUY
$26.31 - $32.55 $1.41 Million - $1.75 Million
53,610 New
53,610 $1.67 Million
Q1 2020

May 07, 2020
SELL
$15.92 - $28.87 $1.4 Million - $2.55 Million
-88,207 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$26.28 - $28.79 $1.05 Million - $1.15 Million
39,965 Added 82.84%
88,207 $2.53 Million
Q3 2019

Nov 05, 2019
BUY
$26.76 - $27.89 $1.29 Million - $1.35 Million
48,242 New
48,242 $1.32 Million

Others Institutions Holding DES

# of Institutions
382
Shares Held
30.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

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