Sowell Financial Services LLC Wisdomtree Tr Managed Futures Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Sowell Financial Services LLC holds 7,781 shares of WTMF stock, worth $293,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,781
Previous 6,536 19.05%
Holding current value
$293,343
Previous $247,000 18.62%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$37.53 - $38.9 $46,724 - $48,430
1,245 Added 19.05%
7,781 $293,000
Q3 2025

Oct 17, 2025
SELL
$35.27 - $37.96 $3,174 - $3,416
-90 Reduced 1.36%
6,536 $247,000
Q2 2025

Jul 11, 2025
BUY
$32.91 - $35.38 $218,061 - $234,427
6,626 New
6,626 $233,000

Others Institutions Holding WTMF

# of Institutions
79
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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