Institutional shares held 5.19 Million
0 calls
0 puts
Total value of holdings $184M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in WTMF

Top Purchases

Q4 2024
Rockland Trust CO Shares Held: 59K ($2.09M)
Q4 2024
Stewardship Advisors, LLC Shares Held: 231K ($8.16M)
Q4 2024
Empirical Asset Management, LLC Shares Held: 50.5K ($1.79M)
Q4 2024
Synergy Asset Management, LLC Shares Held: 1.82K ($64.5K)
Q4 2024
Cooper Financial Group Shares Held: 16.7K ($591K)

Top Sells

Q4 2024
Twelve Points Wealth Management LLC Shares Held: 9.17K ($325K)
Q3 2024
Centric Wealth Management Shares Held: 14.7K ($519K)
Q3 2024
Lpl Financial LLC Shares Held: 160K ($5.66M)
Q3 2024
Avestar Capital, LLC Shares Held: 176K ($6.24M)
Q3 2024
Wiley Bros. Aintree Capital, LLC Shares Held: 32.3K ($1.14M)

About WTMF

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