Institutional shares held 5.16 Million
0 calls
0 puts
Total value of holdings $182M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in WTMF

Top Purchases

Q3 2024
Stewardship Advisors, LLC Shares Held: 223K ($7.89M)
Q3 2024
Resources Investment Advisors, Llc. Shares Held: 510K ($18.1M)
Q3 2024
Washington Trust Bank Shares Held: 120K ($4.24M)
Q3 2024
Howard Bailey Securities, LLC Shares Held: 70.3K ($2.49M)
Q3 2024
Susquehanna International Group, LLP Shares Held: 86.5K ($3.06M)

Top Sells

Q3 2024
Centric Wealth Management Shares Held: 14.7K ($519K)
Q3 2024
Lpl Financial LLC Shares Held: 160K ($5.67M)
Q3 2024
Empirical Asset Management, LLC Shares Held: 46.7K ($1.65M)
Q3 2024
Avestar Capital, LLC Shares Held: 176K ($6.25M)
Q3 2024
My Legacy Advisors, LLC Shares Held: 6.04K ($214K)

About WTMF

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