Ae Wealth Management LLC Wisdomtree Bloomberg U.S. Doll Transaction History

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,680 shares of USDU stock, worth $45,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,680

Previous 680 147.06%

Holding current value

$45,124

Previous $17,000 158.82%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$25.78 - $26.62 $25,780 - $26,620	1,000 Added 147.06%	1,680 $44,000
Q2 2025 Aug 06, 2025	BUY	$25.77 - $27.23 $7,241 - $7,651	281 Added 70.43%	680 $17,000
Q4 2024 Feb 13, 2025	BUY	$26.57 - $28.65 $10,601 - $11,431	399 New	399 $11,000
Q3 2023 Oct 11, 2023	BUY	$25.82 - $27.72 $928,074 - $996,367	35,944 New	35,944 $992,000
Q1 2023 Apr 14, 2023	BUY	$25.37 - $26.62 $1.27 Million - $1.34 Million	50,205 Added 208.09%	74,332 $1.94 Million

Q4 2022 Jan 31, 2023	BUY	$26.05 - $30.09 $628,508 - $725,981	24,127 New	24,127 $628,000
Q1 2018 May 14, 2018	SELL	N/A	-57,553 Closed	0 $0
Q4 2017 Feb 06, 2018	SELL	N/A	-1,047 Reduced 1.79%	57,553 $1.49 Million
Q3 2017 Nov 08, 2017	SELL	N/A	-1,566 Reduced 2.6%	58,600 $1.51 Million
Q2 2017 Aug 14, 2017	BUY	N/A	60,166	60,166 $1.58 Million

Others Institutions Holding USDU

# of Institutions

Shares Held

3.4M

Call Options Held

19K

Put Options Held

33.6K

View Full List

About WISDOMTREE BLOOMBERG U.S. DOLL

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Ae Wealth Management LLC Wisdomtree Bloomberg U.S. Doll Transaction History