Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR MANAGED FUTURES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.7K+ 5.35% |
$2.13M - $2.28M
|
1.21M
$42.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
59KNew |
$2.04M - $2.18M
|
59K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
58.2KNew |
$2.01M - $2.15M
|
58.2K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57K+ 59.27% |
$1.97M - $2.11M
|
153K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$1.42M - $1.52M
|
41.1K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40.4K+ 7.92% |
$1.4M - $1.49M
|
551K
$19.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.9KNew |
$687K - $735K
|
19.9K
$697K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 157.22% |
$520K - $556K
|
24.6K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$365K - $390K
|
10.5K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.91KNew |
$343K - $366K
|
9.91K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.64KNew |
$299K - $320K
|
8.64K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.84K+ 3.52% |
$271K - $290K
|
231K
$8.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.6KNew |
$228K - $244K
|
6.6K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$227K - $243K
|
6.57K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.02K+ 8.56% |
$208K - $223K
|
76.3K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.32K+ 15.72% |
$150K - $160K
|
31.8K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.89KNew |
$135K - $144K
|
3.89K
$137K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.82K+ 8.17% |
$132K - $141K
|
50.5K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.98K+ 9.36% |
$68.5K - $73.3K
|
23.1K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 3.65% |
$67.6K - $72.2K
|
55.5K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.82KNew |
$63.1K - $67.4K
|
1.82K
$64K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.61KNew |
$55.6K - $59.5K
|
1.61K
$56.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.55K+ 9.45% |
$53.7K - $57.4K
|
18K
$630K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.25K+ 1.81% |
$43.3K - $46.2K
|
70.4K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
922+ 13.46% |
$31.9K - $34.1K
|
7.77K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
921+ 72.01% |
$31.9K - $34.1K
|
2.2K
$77.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
660+ 4.11% |
$22.8K - $24.4K
|
16.7K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
620+ 79.79% |
$21.5K - $22.9K
|
1.4K
$49K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
611+ 4.21% |
$21.1K - $22.6K
|
15.1K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
570+ 4.55% |
$19.7K - $21.1K
|
13.1K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
494+ 17.83% |
$17.1K - $18.3K
|
3.26K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
377+ 1.59% |
$13K - $13.9K
|
24K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
282+ 1.62% |
$9.76K - $10.4K
|
17.6K
$619K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
280+ 7.78% |
$9.69K - $10.4K
|
3.88K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231+ 0.07% |
$7.99K - $8.54K
|
317K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
205New |
$7.09K - $7.58K
|
205
$7.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
198+ 48.65% |
$6.85K - $7.32K
|
605
$21.2K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
109+ 1.8% |
$3.77K - $4.03K
|
6.15K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 1.15% |
$3.11K - $3.33K
|
7.9K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64+ 1.58% |
$2.21K - $2.37K
|
4.12K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$865 - $925
|
25
$878
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$208 - $222
|
6
$211
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 3.87% |
$208 - $222
|
161
$5.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25- 1.19% |
$865 - $925
|
2.07K
$72.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-762- 5.2% |
$26.4K - $28.2K
|
13.9K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.19K- 1.6% |
$41.1K - $43.9K
|
72.9K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.19K- 1.58% |
$41.2K - $44.1K
|
74.2K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 8.77% |
$47.1K - $50.3K
|
14.2K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.67K- 2.98% |
$57.7K - $61.7K
|
54.2K
$1.9M
|