Institutional shares held 4.93 Million
0 calls
0 puts
Total value of holdings $173M
$0 calls
$0 puts
# of Institutions 63


Latest Institutional Activity in WTMF

Top Purchases

Q3 2024
Stewardship Advisors, LLC Shares Held: 223K ($7.81M)
Q3 2024
Baldwin Brothers LLC Shares Held: 25.8K ($905K)
Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 11.9K ($418K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 9.56K ($335K)
Q3 2024
Golden State Equity Partners Shares Held: 4.33K ($152K)

Top Sells

Q3 2024
Empirical Asset Management, LLC Shares Held: 46.7K ($1.64M)
Q3 2024
My Legacy Advisors, LLC Shares Held: 6.04K ($212K)
Q3 2024
Private Advisor Group, LLC Shares Held: 23.7K ($830K)
Q3 2024
Austin Wealth Management, LLC Shares Held: 60.4K ($2.12M)
Q3 2024
Trajan Wealth LLC Shares Held: 15.5K ($544K)

About WTMF

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