AE Wealth Management LLC
Position in WTMF — WisdomTree Managed Futures Strategy Fund
CIK 1697723
TOPEKA, KS
All Filings in WTMF
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTMF | $86,960 | 2,191 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 WTMF | $127,784 | 3,361 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 WTMF | $85,328 | 2,252 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 WTMF | $78,035 | 2,210 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 WTMF | $106,212 | 3,112 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 WTMF | $135,842 | 3,889 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 WTMF | $288,375 | 7,690 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 WTMF | $3,122,808 | 89,045 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 WTMF | $477,905 | 13,573 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 WTMF | $501,861 | 14,343 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 WTMF | $476,182 | 14,189 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 WTMF | $426,357 | 13,518 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 WTMF | $430,960 | 12,517 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 WTMF | $365,951 | 10,423 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 WTMF | $273,331 | 7,601 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||