Discipline Wealth Solutions, LLC Wisdomtree Tr Managed Futures Transaction History
Discipline Wealth Solutions, LLC
- $354 Million
- Q3 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 21,789 shares of WTMF stock, worth $821,445. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,789
Previous 13,790
58.01%
Holding current value
$821,445
Previous $486,000
69.75%
% of portfolio
0.23%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding WTMF
# of Institutions
80Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$42.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS476KShares$17.9 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$12.4 Million0.0% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC280KShares$10.5 Million2.58% of portfolio