AWM
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AE Wealth Management’s WisdomTree WT Stock Holding History

AE Wealth Management’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,355
Closed -$235K – 2003
2023
Q4 		$235K Buy
33,355
+20,800
+166% +$147K ﹤0.01% 1819
2023
Q3 		$87.9K Sell
12,555
-74,222
-86% -$520K ﹤0.01% 1848
2023
Q2 		$595K Buy
+86,777
New +$595K ﹤0.01% 1296