Ae Wealth Management LLC Wisdomtree Tr Managed Futures Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,252 shares of WTMF stock, worth $84,900. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,252
Previous 2,210 1.9%
Holding current value
$84,900
Previous $78,000 8.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
BUY
$35.27 - $37.96 $1,481 - $1,594
42 Added 1.9%
2,252 $85,000
Q2 2025

Aug 06, 2025
SELL
$32.91 - $35.38 $29,684 - $31,912
-902 Reduced 28.98%
2,210 $78,000
Q1 2025

May 06, 2025
SELL
$33.94 - $35.62 $26,371 - $27,676
-777 Reduced 19.98%
3,112 $106,000
Q4 2024

Feb 13, 2025
BUY
$34.6 - $36.99 $134,559 - $143,854
3,889 New
3,889 $135,000
Q1 2024

May 15, 2024
SELL
$34.62 - $37.5 $2.82 Million - $3.05 Million
-81,355 Reduced 91.36%
7,690 $288,000
Q4 2023

Feb 14, 2024
BUY
$33.49 - $35.26 $2.53 Million - $2.66 Million
75,472 Added 556.05%
89,045 $3.12 Million
Q3 2023

Oct 11, 2023
SELL
$34.48 - $35.56 $26,549 - $27,381
-770 Reduced 5.37%
13,573 $477,000
Q2 2023

Jul 10, 2023
BUY
$33.23 - $35.11 $5,117 - $5,406
154 Added 1.09%
14,343 $501,000
Q1 2023

Apr 14, 2023
BUY
$31.55 - $33.56 $21,170 - $22,518
671 Added 4.96%
14,189 $476,000
Q4 2022

Jan 31, 2023
BUY
$31.5 - $34.93 $31,531 - $34,964
1,001 Added 8.0%
13,518 $426,000
Q3 2022

Oct 25, 2022
BUY
$34.24 - $35.55 $71,698 - $74,441
2,094 Added 20.09%
12,517 $431,000
Q2 2022

Aug 03, 2022
BUY
$35.11 - $36.46 $99,080 - $102,890
2,822 Added 37.13%
10,423 $366,000
Q1 2022

Apr 18, 2022
BUY
$34.12 - $37.86 $259,346 - $287,773
7,601 New
7,601 $273,000

Others Institutions Holding WTMF

# of Institutions
80
Shares Held
4.03M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

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