Ae Wealth Management LLC Wiswisdomtree Tr Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Ae Wealth Management LLC holds 788 shares of DNL stock, worth $32,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
788
Previous 1,148 31.36%
Holding current value
$32,158
Previous $46,000 32.61%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$38.31 - $41.06 $13,791 - $14,781
-360 Reduced 31.36%
788 $31,000
Q4 2024

Feb 13, 2025
BUY
$35.98 - $39.39 $41,305 - $45,219
1,148 New
1,148 $41,000
Q1 2020

May 07, 2020
SELL
$23.08 - $34.03 $1.54 Million - $2.27 Million
-66,715 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$28.4 - $32.92 $1.89 Million - $2.2 Million
66,715 New
66,715 $4.39 Million

Others Institutions Holding DNL

# of Institutions
109
Shares Held
9.63M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

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