Comprehensive Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Comprehensive Wealth Management, LLC

  • $135 Million
  • Q2 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 52,078 shares of WTMF stock, worth $1.83 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
52,078
Previous 49,762 4.65%
Holding current value
$1.83 Million
Previous $1.87 Million 1.18%
% of portfolio
1.4%
Previous 1.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$35.88 - $37.53 $83,098 - $86,919
2,316 Added 4.65%
52,078 $1.89 Million
Q1 2024

May 01, 2024
SELL
$34.62 - $37.5 $13,917 - $15,075
-402 Reduced 0.8%
49,762 $1.87 Million
Q4 2023

Jan 12, 2024
BUY
$33.49 - $35.26 $14,333 - $15,091
428 Added 0.86%
50,164 $1.76 Million
Q3 2023

Jan 12, 2024
BUY
$34.48 - $35.56 $1.25 Million - $1.29 Million
36,378 Added 272.33%
49,736 $1.75 Million
Q2 2023

Jan 12, 2024
BUY
$33.23 - $35.11 $443,886 - $468,999
13,358 New
13,358 $467,000
Q4 2021

Jan 12, 2024
BUY
$34.62 - $41.53 $562,921 - $675,277
16,260 Added 3.47%
484,320 $0
Q3 2021

Jan 12, 2024
BUY
$39.71 - $41.7 $132,988 - $139,653
3,349 Added 0.72%
468,060 $0
Q2 2021

Jan 12, 2024
SELL
$38.87 - $41.71 $436,276 - $468,153
-11,224 Reduced 2.36%
464,711 $0
Q1 2021

Jan 10, 2024
SELL
$37.11 - $40.16 $2.37 Million - $2.56 Million
-63,773 Reduced 11.82%
475,935 $0
Q4 2020

Jan 10, 2024
BUY
$34.75 - $37.09 $18.8 Million - $20 Million
539,708 New
539,708 $0

Others Institutions Holding WTMF

# of Institutions
63
Shares Held
4.93M
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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