Kingswood Wealth Advisors, LLC Wisdomtree Tr Managed Futures Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,523 shares of WTMF stock, worth $924,517. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,523
Previous 11,756 108.6%
Holding current value
$924,517
Previous $415 Million 123.84%
% of portfolio
0.06%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$35.27 - $37.96 $450,292 - $484,635
12,767 Added 108.6%
24,523 $929 Million
Q2 2025

Jul 23, 2025
BUY
$32.91 - $35.38 $386,889 - $415,927
11,756 New
11,756 $415 Million
Q3 2024

Oct 21, 2024
BUY
$34.69 - $36.83 $413,435 - $438,939
11,918 New
11,918 $423 Million

Others Institutions Holding WTMF

# of Institutions
80
Shares Held
4.03M
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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