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 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 | |||||||
|
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 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
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
75New |
$2.69K - $2.81K
|
75
$2.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45+ 0.28% |
$1.61K - $1.69K
|
16.4K
$575K
|
|
|
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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.1KNew |
$75.3K - $78.8K
|
2.1K
$73.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.41K+ 137.66% |
$230K - $240K
|
11.1K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 20.51% |
$287 - $300
|
31
$1.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-182- 89.66% |
$6.53K - $6.83K
|
21
$736
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.67K- 35.19% |
$132K - $138K
|
6.76K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 1.27% |
$2.8K - $2.93K
|
6.07K
$213K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.74K - $4.95K
|
132
$4.63K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$2.63K - $2.85K
|
76
$2.67K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113New |
$3.91K - $4.24K
|
113
$3.96K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-81.4K- 91.36% |
$2.82M - $3.05M
|
7.69K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.31KNew |
$218K - $236K
|
6.31K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.54K- 3.07% |
$53.4K - $57.9K
|
48.8K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.57K- 96.86% |
$54.4K - $59K
|
51
$1.79K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 2.76% |
$8.66K - $9.38K
|
9.3K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.55KNew |
$192K - $208K
|
5.55K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.22K- 12.69% |
$146K - $158K
|
29K
$1.02M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.88K- 31.01% |
$96.5K - $102K
|
6.41K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.5K- 24.35% |
$453K - $477K
|
42K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$1.94K - $2.05K
|
58
$2.03K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$449K - $473K
|
13.4K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
65New |
$2.18K - $2.29K
|
65
$2.28K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-20- 66.67% |
$670 - $705
|
10
$351
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$351K - $369K
|
10.5K
$367K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.49KNew |
$83.4K - $87.8K
|
2.49K
$87.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.15KNew |
$206K - $217K
|
6.15K
$216K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 171.66% |
$668K - $689K
|
30.6K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 87.89% |
$7.76K - $8K
|
31
$1.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
8New |
$276 - $284
|
8
$281
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 18.2% |
$116K - $123K
|
15.7K
$550K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.9K+ 96510.17% |
$1.8M - $1.91M
|
57K
$2M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 35.69% |
$68.1K - $72.4K
|
3.89K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
523+ 2.73% |
$16.5K - $17.6K
|
19.7K
$691K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.74M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-77.7K- 92.17% |
$2.45M - $2.61M
|
6.6K
$231K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128New |
$4.04K - $4.3K
|
128
$4.49K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.67KNew |
$179K - $190K
|
5.67K
$199K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-62- 6.51% |
$1.96K - $2.08K
|
890
$31.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.57K+ 4.02% |
$112K - $125K
|
92.4K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33New |
$1.04K - $1.15K
|
33
$1.16K
|
|