Institutional shares held 4.08 Million
0 calls
0 puts
Total value of holdings $158M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in WTMF

Top Purchases

Q3 2025
Kingswood Wealth Advisors, LLC Shares Held: 24.5K ($950K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 8.6K ($333K)
Q3 2025
Discipline Wealth Solutions, LLC Shares Held: 21.8K ($844K)
Q3 2025
O'Dell Group, LLC Shares Held: 320K ($12.4M)
Q3 2025
Stewardship Advisors, LLC Shares Held: 276K ($10.7M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 12.4K ($479K)
Q3 2025
Washington Trust Bank Shares Held: 13K ($502K)
Q3 2025
Asset Allocation Strategies LLC Shares Held: 27.6K ($1.07M)
Q3 2025
Ethos Financial Group, LLC Shares Held: 39.8K ($1.54M)
Q3 2025
Glass Jacobson Investment Advisors LLC Shares Held: 4.03K ($156K)

About WTMF

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