Latest Institutional Transactions on Wisdomtree Tr Managed Futures (WTMF)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Managed Futures (WTMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.33KNew |
$150K - $160K
|
4.33K
$152K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.28KNew |
$44.4K - $47.1K
|
1.28K
$44.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
97+ 3.63% |
$3.36K - $3.57K
|
2.77K
$97.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.34K- 6.7% |
$150K - $160K
|
60.4K
$2.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.93K- 15.86% |
$101K - $108K
|
15.5K
$544K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
777New |
$27K - $28.6K
|
777
$27.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.32K- 18.35% |
$185K - $196K
|
23.7K
$830K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$413K - $439K
|
11.9K
$418K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
223KNew |
$7.73M - $8.2M
|
223K
$7.81M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.4K- 65.26% |
$394K - $418K
|
6.04K
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.11K - $1.18K
|
32
$1.12K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.56KNew |
$332K - $352K
|
9.56K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.51K+ 2.72% |
$52.5K - $55.8K
|
57.2K
$2.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
3.02K+ 12.33% |
$105K - $111K
|
27.5K
$965K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.64K- 4.7% |
$57K - $60.5K
|
33.3K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
25.8KNew |
$895K - $950K
|
25.8K
$905K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-17.9K- 27.67% |
$620K - $658K
|
46.7K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.3K+ 3.43% |
$1.34M - $1.4M
|
1.13M
$39.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.84K- 5.0% |
$102K - $107K
|
53.9K
$1.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-143K- 79.21% |
$5.13M - $5.36M
|
37.5K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-332- 43.74% |
$11.9K - $12.5K
|
427
$15K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.91K- 2.37% |
$68.4K - $71.5K
|
78.7K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-294K- 79.28% |
$10.6M - $11M
|
76.9K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
470K+ 662.6% |
$16.9M - $17.6M
|
541K
$19M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45+ 0.28% |
$1.61K - $1.69K
|
16.4K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
75New |
$2.69K - $2.81K
|
75
$2.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 26.13% |
$115K - $121K
|
9.09K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
613+ 18.47% |
$22K - $23K
|
3.93K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-158K- 72.48% |
$5.68M - $5.94M
|
60.1K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
7.65K+ 2.69% |
$275K - $287K
|
292K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.36K+ 207.91% |
$192K - $201K
|
7.94K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.64K- 31.25% |
$58.7K - $61.4K
|
3.6K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.32K+ 4.65% |
$83.1K - $86.9K
|
52.1K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12K- 19.0% |
$429K - $449K
|
51K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.72K- 6.93% |
$61.7K - $64.5K
|
23.1K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
62.3K+ 45.38% |
$2.24M - $2.34M
|
200K
$7.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.8K+ 4.51% |
$422K - $441K
|
272K
$9.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1KNew |
$75.3K - $78.8K
|
2.1K
$73.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
26K+ 16.07% |
$934K - $977K
|
188K
$6.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.36K- 10.36% |
$192K - $201K
|
46.3K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.6K- 2.77% |
$201K - $210K
|
197K
$6.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-17.9K- 20.5% |
$642K - $672K
|
69.4K
$2.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.27K- 1.64% |
$189K - $198K
|
317K
$11.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-369- 2.46% |
$13.2K - $13.8K
|
14.6K
$513K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.41K+ 137.66% |
$230K - $240K
|
11.1K
$388K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-39.1K- 48.29% |
$1.4M - $1.47M
|
41.9K
$1.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 25.19% |
$43K - $45K
|
5.96K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.3K+ 37.57% |
$406K - $425K
|
41.4K
$1.45M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 20.51% |
$287 - $300
|
31
$1.09K
|
|