Latest Institutional Transactions on Wisdomtree Tr Managed Futures (WTMF)

WTMF Quotes by TradingView

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
May 15, 2024 Q4 2020
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-469
Closed
$16.3K - $17.4K
0 $0
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

SELL
 -
-2.95K
Closed
$103K - $109K
0 $0
Feb 10, 2021 Q4 2020
Mkd Wealth Coaches, LLC

Troy, MI
SELL
 -
-8.54K
Closed
$297K - $317K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-881
Closed
$30.6K - $32.7K
0 $0
Feb 04, 2021 Q4 2020
New Square Capital LLC

SELL
 -
-15
Closed
$521 - $556
0 $0
Q3 2020
Sep 07, 2021 Q3 2020
Geneos Wealth Management Inc.

SELL
 -
-359
Closed
$12.5K - $12.8K
0 $0
Nov 16, 2020 Q3 2020
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-8.55K
Closed
$296K - $305K
0 $0
Nov 13, 2020 Q3 2020
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-7.2K
Closed
$250K - $257K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-3.61K
Closed
$125K - $129K
0 $0
Nov 06, 2020 Q3 2020
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-154
Closed
$5.34K - $5.5K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-9.36K
Closed
$322K - $344K
0 $0
Aug 14, 2020 Q2 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-59
Closed
$2.03K - $2.17K
0 $0
Aug 10, 2020 Q2 2020
Calton & Associates, Inc.

SELL
 -
-5.52K
Closed
$190K - $203K
0 $0
Aug 05, 2020 Q2 2020
Resonant Capital Advisors, LLC

SELL
 -
-74.9K
Closed
$2.58M - $2.75M
0 $0
Aug 03, 2020 Q2 2020
Bison Wealth, LLC

SELL
 -
-91
Closed
$3.13K - $3.34K
0 $0
Jul 27, 2020 Q2 2020
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-7.52K
Closed
$259K - $276K
0 $0
Jul 15, 2020 Q2 2020
Howe & Rusling Inc

Rochester, NY
SELL
 -
-50
Closed
$1.72K - $1.84K
0 $0
Q1 2020
Jul 20, 2020 Q1 2020
Belpointe Asset Management LLC

SELL
 -
-13.4K
Closed
$476K - $501K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-43
Closed
$1.52K - $1.6K
0 $0
May 13, 2020 Q1 2020
Brinker Capital Investments, LLC

SELL
 -
-1.11K
Closed
$39.2K - $41.2K
0 $0
May 12, 2020 Q1 2020
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
0
Closed
$0 - $0
0 $0
May 07, 2020 Q1 2020
Dynamic Advisor Solutions LLC

SELL
 -
-14.8K
Closed
$524K - $551K
0 $0
Apr 29, 2020 Q1 2020
Paulson Wealth Management Inc.

SELL
 -
-14.7K
Closed
$521K - $548K
0 $0
Apr 28, 2020 Q1 2020
Bruderman Asset Management, LLC

Locust Valley, NY
SELL
 -
-37.2K
Closed
$1.32M - $1.39M
0 $0
Apr 21, 2020 Q1 2020
Csenge Advisory Group

SELL
 -
-76K
Closed
$2.69M - $2.83M
0 $0
Q4 2019
Feb 18, 2020 Q4 2019
Axa S.A.

Paris, I0
SELL
 -
-56.7K
Closed
$2.1M - $2.17M
0 $0
Feb 12, 2020 Q4 2019
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-7.76K
Closed
$287K - $297K
0 $0
Feb 07, 2020 Q4 2019
Lincoln National Corp

SELL
 -
-21.2K
Closed
$783K - $810K
0 $0
Feb 05, 2020 Q4 2019
Grimes & Company, Inc.

SELL
 -
-147K
Closed
$5.43M - $5.62M
0 $0
Feb 04, 2020 Q4 2019
Beacon Harbor Wealth Advisors, Inc.

SELL
 -
-7.69K
Closed
$284K - $294K
0 $0
Q3 2019
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

SELL
 -
-26
Closed
$988 - $1.01K
0 $0
Oct 28, 2019 Q3 2019
Central Trust CO

Jefferson City, MO
SELL
 -
-75
Closed
$2.85K - $2.92K
0 $0
Q2 2019
Aug 09, 2019 Q2 2019
Crewe Advisors LLC

SELL
 -
-1.05K
Closed
N/A
0 $0
Jul 30, 2019 Q2 2019
First National Corp

SELL
 -
-401
Closed
N/A
0 $0
Jul 24, 2019 Q2 2019
Cypress Wealth Services, LLC

SELL
 -
-5.63K
Closed
N/A
0 $0
Jul 23, 2019 Q2 2019
Huntington National Bank

Columbus, OH
BUY
 -
1
New
N/A
1 $33.6
Q1 2019
May 14, 2019 Q1 2019
Newfound Research LLC

SELL
 -
-93
Closed
N/A
0 $0
May 13, 2019 Q1 2019
Modera Wealth Management, LLC

SELL
 -
-10K
Closed
N/A
0 $0
May 10, 2019 Q1 2019
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-101
Closed
N/A
0 $0
Apr 25, 2019 Q1 2019
Sage Financial Group Inc

SELL
 -
-32.9K
Closed
N/A
0 $0
Apr 25, 2019 Q1 2019
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-6.67K
Closed
N/A
0 $0
Apr 09, 2019 Q1 2019
Vigilant Capital Management, LLC

SELL
 -
-1.9K
Closed
N/A
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-133
Closed
N/A
0 $0
Feb 13, 2019 Q4 2018
Cornerstone Wealth Management, LLC

SELL
 -
-62.1K
Closed
N/A
0 $0
Feb 11, 2019 Q4 2018
Raymond James & Associates

St Petersburg, FL
SELL
 -
-19.7K
Closed
N/A
0 $0
Feb 08, 2019 Q4 2018
Mainstay Capital Management LLC

SELL
 -
-2.59K
Closed
N/A
0 $0
Q3 2018
Mar 24, 2023 Q3 2018
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.37K
New
N/A
1.37K $46.1K
Nov 14, 2018 Q3 2018
Cibc Private Wealth Group, LLC

SELL
 -
-100
Closed
N/A
0 $0
Nov 14, 2018 Q3 2018
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.27K
New
N/A
1.27K $42.7K

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