Institutional shares held 4.93 Million
0 calls
0 puts
Total value of holdings $176M
$0 calls
$0 puts
# of Institutions 60


Latest Institutional Activity in WTMF

Top Purchases

Q3 2024
Stewardship Advisors, LLC Shares Held: 223K ($7.95M)
Q3 2024
Baldwin Brothers LLC Shares Held: 25.8K ($921K)
Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 11.9K ($425K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 9.56K ($341K)
Q3 2024
Strategic Advocates LLC Shares Held: 27.5K ($982K)

Top Sells

Q3 2024
Empirical Asset Management, LLC Shares Held: 46.7K ($1.67M)
Q3 2024
My Legacy Advisors, LLC Shares Held: 6.04K ($216K)
Q3 2024
Private Advisor Group, LLC Shares Held: 23.7K ($845K)
Q3 2024
Twelve Points Wealth Management LLC Shares Held: 33.3K ($1.19M)
Q2 2024
Cambria Investment Management, L.P. Shares Held: 76.9K ($2.75M)

About WTMF

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