Latest Institutional Sells of Wisdomtree Tr Managed Futures (WTMF)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Managed Futures (WTMF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-495K- 90.83% |
$17.1M - $18.3M
|
50K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-269K- 95.18% |
$9.32M - $9.96M
|
13.6K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-201K- 93.97% |
$6.97M - $7.45M
|
12.9K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-58K- 48.41% |
$2.01M - $2.15M
|
61.8K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.4K- 97.94% |
$1.75M - $1.87M
|
1.06K
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 49.75% |
$1.49M - $1.59M
|
43.4K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-24.1K- 72.46% |
$835K - $893K
|
9.17K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.1K- 55.4% |
$764K - $816K
|
17.8K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.12K- 22.08% |
$246K - $263K
|
25.1K
$882K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.12K- 11.79% |
$246K - $263K
|
53.3K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.28K- 3.92% |
$217K - $232K
|
154K
$5.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.26K- 2.41% |
$147K - $158K
|
172K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.67K- 2.98% |
$57.7K - $61.7K
|
54.2K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 8.77% |
$47.1K - $50.3K
|
14.2K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.19K- 1.58% |
$41.2K - $44.1K
|
74.2K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.19K- 1.6% |
$41.1K - $43.9K
|
72.9K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-762- 5.2% |
$26.4K - $28.2K
|
13.9K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25- 1.19% |
$865 - $925
|
2.07K
$72.8K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-444- 99.55% |
$15.4K - $16.4K
|
2
$70.2
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.67K- 35.19% |
$132K - $138K
|
6.76K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 26.13% |
$115K - $121K
|
9.09K
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-182- 89.66% |
$6.53K - $6.83K
|
21
$737
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 1.27% |
$2.8K - $2.93K
|
6.07K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 20.51% |
$287 - $300
|
31
$1.09K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.22K- 12.69% |
$146K - $158K
|
29K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.57K- 96.86% |
$54.4K - $59K
|
51
$1.79K
|
|
|
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
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.5K- 24.35% |
$453K - $477K
|
42K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.88K- 31.01% |
$96.5K - $102K
|
6.41K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-20- 66.67% |
$670 - $705
|
10
$351
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 87.89% |
$7.76K - $8K
|
31
$1.09K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 18.2% |
$116K - $123K
|
15.7K
$551K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-77.7K- 92.17% |
$2.45M - $2.61M
|
6.6K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 35.69% |
$68.1K - $72.4K
|
3.89K
$136K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-62- 6.51% |
$1.96K - $2.08K
|
890
$31.2K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-435- 87.0% |
$13.7K - $15.2K
|
65
$2.28K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-186- 0.15% |
$5.86K - $6.5K
|
121K
$4.26M
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 1.45% |
$14.8K - $15.3K
|
29.2K
$1.03M
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-223- 18.8% |
$7.64K - $7.93K
|
963
$33.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 11.28% |
$514 - $533
|
118
$4.14K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-121KClosed |
$4.26M - $4.42M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-16Closed |
$562 - $583
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10Closed |
$351 - $365
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-352Closed |
$12K - $13.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$682 - $757
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4Closed |
$136 - $151
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.5K- 73.05% |
$607K - $728K
|
6.46K
$227K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.9K- 15.92% |
$376K - $451K
|
57.4K
$2.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.75KClosed |
$199K - $239K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.7KClosed |
$128K - $154K
|
0
$0
|
|