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

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,250 shares of DTD stock, worth $97,425. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,250
Holding current value
$97,425
% of portfolio
0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$75.44 - $80.53 $94,300 - $100,662
1,250 New
1,250 $94,000
Q4 2023

Feb 14, 2024
BUY
$57.51 - $65.5 $7,418 - $8,449
129 Added 1.04%
12,504 $817,000
Q3 2023

Oct 11, 2023
BUY
$60.13 - $64.29 $14,431 - $15,429
240 Added 1.98%
12,375 $744,000
Q2 2023

Jul 10, 2023
SELL
$58.74 - $62.09 $6,108 - $6,457
-104 Reduced 0.85%
12,135 $753,000
Q1 2023

Apr 14, 2023
SELL
$58.06 - $63.3 $37,739 - $41,145
-650 Reduced 5.04%
12,239 $741,000
Q4 2022

Jan 31, 2023
SELL
$55.0 - $63.6 $2.71 Million - $3.14 Million
-49,346 Reduced 79.29%
12,889 $781,000
Q3 2022

Oct 25, 2022
SELL
$54.26 - $63.28 $606,518 - $707,343
-11,178 Reduced 15.23%
62,235 $3.38 Million
Q2 2022

Aug 03, 2022
SELL
$56.16 - $65.68 $132,593 - $155,070
-2,361 Reduced 3.12%
73,413 $4.25 Million
Q1 2022

Apr 18, 2022
BUY
$61.31 - $65.53 $881,208 - $941,862
14,373 Added 23.41%
75,774 $4.89 Million
Q4 2021

Jan 20, 2022
BUY
$59.03 - $64.77 $3.62 Million - $3.98 Million
61,401 New
61,401 $3.98 Million

Others Institutions Holding DTD

# of Institutions
209
Shares Held
9.46M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

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