Private Ocean, LLC Wisdomtree Tr Managed Futures Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$35.11 - $36.46 $561 - $583	-16 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$34.12 - $37.86 $545 - $605	16 New	16 $1,000
Q1 2020 May 06, 2020	SELL	$35.44 - $37.29 $708 - $745	-20 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	20	20 $1,000

Others Institutions Holding WTMF

# of Institutions

70

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.15M
Shares

$41 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.4 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18.1 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.2 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$10.1 Million
1.9% of portfolio

About WISDOMTREE TR MANAGED FUTURES

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