Ae Wealth Management LLC Wisdomtree U.S. High Yield Cor Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree U.S. High Yield Cor stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,855 shares of WFHY stock, worth $130,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,855

Holding current value

$130,987

% of portfolio

0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	N/A	2,855 New	2,855 $130,000
Q4 2023 Feb 14, 2024	BUY	$42.17 - $45.76 $79,659 - $86,440	1,889 Added 3.02%	64,523 $2.93 Million
Q3 2023 Oct 11, 2023	SELL	$43.03 - $44.8 $6,497 - $6,764	-151 Reduced 0.24%	62,634 $2.71 Million
Q2 2023 Jul 10, 2023	BUY	$43.15 - $44.81 $5,091 - $5,287	118 Added 0.19%	62,785 $2.77 Million
Q1 2023 Apr 14, 2023	BUY	$43.31 - $46.19 $198,229 - $211,411	4,577 Added 7.88%	62,667 $2.8 Million
Q4 2022 Jan 31, 2023	BUY	$42.84 - $45.68 $68,586 - $73,133	1,601 Added 2.83%	58,090 $2.55 Million
Q3 2022 Oct 25, 2022	SELL	$42.47 - $47.44 $23.9 Million - $26.7 Million	-563,657 Reduced 90.89%	56,489 $2.41 Million
Q2 2022 Aug 03, 2022	SELL	$43.9 - $49.69 $2.63 Million - $2.98 Million	-59,989 Reduced 8.82%	620,146 $27.3 Million
Q1 2022 Apr 18, 2022	BUY	$48.1 - $52.43 $2.36 Million - $2.58 Million	49,151 Added 7.79%	680,135 $33.6 Million
Q4 2021 Jan 20, 2022	BUY	$51.29 - $52.73 $3.67 Million - $3.77 Million	71,583 Added 12.8%	630,984 $33.1 Million
Q3 2021 Nov 01, 2021	BUY	$52.41 - $53.22 $704,495 - $715,383	13,442 Added 2.46%	559,401 $29.4 Million
Q2 2021 Jul 21, 2021	BUY	$52.06 - $52.77 $378,684 - $383,848	7,274 Added 1.35%	545,959 $28.8 Million
Q1 2021 Apr 27, 2021	SELL	$51.54 - $52.71 $8.67 Million - $8.86 Million	-168,155 Reduced 23.79%	538,685 $28 Million
Q4 2020 Feb 01, 2021	BUY	$49.75 - $52.5 $11.1 Million - $11.7 Million	222,632 Added 45.98%	706,840 $37.1 Million
Q3 2020 Nov 06, 2020	SELL	$48.82 - $51.33 $179,999 - $189,253	-3,687 Reduced 0.76%	484,208 $24.2 Million
Q2 2020 Aug 05, 2020	BUY	$43.83 - $50.59 $13.8 Million - $15.9 Million	314,818 Added 181.89%	487,895 $23.8 Million
Q1 2020 May 07, 2020	BUY	$40.31 - $52.4 $213,884 - $278,034	5,306 Added 3.16%	173,077 $7.74 Million
Q4 2019 Jan 15, 2020	BUY	$51.04 - $52.32 $2.26 Million - $2.31 Million	44,185 Added 35.75%	167,771 $8.75 Million
Q3 2019 Nov 05, 2019	BUY	$51.41 - $51.95 $6.35 Million - $6.42 Million	123,586 New	123,586 $6.37 Million

Others Institutions Holding WFHY

# of Institutions

Shares Held

4.06M

Call Options Held

Put Options Held

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About WISDOMTREE U.S. HIGH YIELD COR

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Ae Wealth Management LLC Wisdomtree U.S. High Yield Cor Transaction History