Lpl Financial LLC Wisdomtree Tr Managed Futures Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Lpl Financial LLC holds 329,065 shares of WTMF stock, worth $12.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
329,065
Previous 265,955 23.73%
Holding current value
$12.4 Million
Previous $9.39 Million 32.78%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$35.27 - $37.96 $2.23 Million - $2.4 Million
63,110 Added 23.73%
329,065 $12.5 Million
Q2 2025

Aug 12, 2025
BUY
$32.91 - $35.38 $3.78 Million - $4.07 Million
114,964 Added 76.14%
265,955 $9.39 Million
Q1 2025

May 07, 2025
SELL
$33.94 - $35.62 $93,844 - $98,489
-2,765 Reduced 1.8%
150,991 $5.15 Million
Q4 2024

Feb 11, 2025
SELL
$34.6 - $36.99 $217,288 - $232,297
-6,280 Reduced 3.92%
153,756 $5.37 Million
Q3 2024

Nov 08, 2024
SELL
$34.69 - $36.83 $1.27 Million - $1.35 Million
-36,616 Reduced 18.62%
160,036 $5.68 Million
Q2 2024

Aug 07, 2024
SELL
$35.88 - $37.53 $200,892 - $210,130
-5,599 Reduced 2.77%
196,652 $7.13 Million
Q1 2024

May 10, 2024
BUY
$34.62 - $37.5 $60,238 - $65,250
1,740 Added 0.87%
202,251 $7.58 Million
Q4 2023

Feb 14, 2024
BUY
$33.49 - $35.26 $360,385 - $379,432
10,761 Added 5.67%
200,511 $7.03 Million
Q3 2023

Nov 13, 2023
BUY
$34.48 - $35.56 $777,144 - $801,486
22,539 Added 13.48%
189,750 $6.68 Million
Q2 2023

Jul 31, 2023
BUY
$33.23 - $35.11 $126,938 - $134,120
3,820 Added 2.34%
167,211 $5.85 Million
Q1 2023

May 10, 2023
BUY
$31.55 - $33.56 $778,086 - $827,656
24,662 Added 17.78%
163,391 $5.48 Million
Q4 2022

Feb 07, 2023
BUY
$31.5 - $34.93 $3.77 Million - $4.18 Million
119,594 Added 625.0%
138,729 $4.38 Million
Q3 2022

Nov 14, 2022
BUY
$34.24 - $35.55 $135,624 - $140,813
3,961 Added 26.1%
19,135 $659,000
Q2 2022

Aug 12, 2022
BUY
$35.11 - $36.46 $150,025 - $155,793
4,273 Added 39.2%
15,174 $533,000
Q1 2022

May 16, 2022
SELL
$34.12 - $37.86 $169,269 - $187,823
-4,961 Reduced 31.28%
10,901 $392,000
Q4 2021

Feb 14, 2022
SELL
$34.62 - $41.53 $213,813 - $256,489
-6,176 Reduced 28.02%
15,862 $562,000
Q3 2021

Nov 15, 2021
BUY
$39.71 - $41.7 $70,445 - $73,975
1,774 Added 8.75%
22,038 $903,000
Q2 2021

Aug 13, 2021
BUY
$38.87 - $41.71 $126,638 - $135,891
3,258 Added 19.16%
20,264 $839,000
Q1 2021

May 14, 2021
BUY
$37.11 - $40.16 $631,092 - $682,960
17,006 New
17,006 $663,000
Q1 2019

May 08, 2019
SELL
N/A
-34,982 Closed
0 $0
Q4 2018

Feb 07, 2019
BUY
N/A
26,458 Added 310.39%
34,982 $1.36 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,450 Added 40.34%
8,524 $347,000
Q2 2018

Aug 14, 2018
BUY
N/A
6,074 New
6,074 $242,000
Q4 2017

Feb 14, 2018
SELL
N/A
-5,444 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
5,444
5,444 $211,000

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

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