Sunbelt Securities, Inc. Wisdomtree Tr Managed Futures Transaction History

Sunbelt Securities, Inc.

$1.28 Billion
Q3 2025

A detailed history of Sunbelt Securities, Inc. transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 27 shares of WTMF stock, worth $1,017. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,017

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 19, 2025	BUY	$35.27 - $37.96 $952 - $1,024	27 New	27 $1,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.03M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.13M
Shares

$42.4 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

476K
Shares

$17.9 Million
0.2% of portfolio
Lpl Financial LLC Fort Mill, SC

329K
Shares

$12.4 Million
0.0% of portfolio
O'Dell Group, LLC Cincinnati, OH

320K
Shares

$12.1 Million
2.63% of portfolio
Stewardship Advisors, LLC

276K
Shares

$10.4 Million
2.66% of portfolio

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

More about WTMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.

Account

Sunbelt Securities, Inc. Wisdomtree Tr Managed Futures Transaction History