Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.2K+ 50.53% |
$2.02M - $2.15M
|
191K
$6.82M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.9K+ 96510.17% |
$1.8M - $1.91M
|
57K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 17.78% |
$778K - $828K
|
163K
$5.83M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2KNew |
$668K - $710K
|
21.2K
$755K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.8K+ 136.64% |
$563K - $598K
|
30.9K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.9K+ 26.05% |
$470K - $500K
|
72K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
8.01K+ 20.04% |
$253K - $269K
|
48K
$1.71M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.83M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.83M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.63K+ 64.43% |
$241K - $256K
|
19.5K
$695K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.47K+ 23.45% |
$236K - $251K
|
39.3K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.67KNew |
$179K - $190K
|
5.67K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.8K+ 5.1% |
$152K - $161K
|
98.9K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.91K+ 4.24% |
$123K - $131K
|
96.3K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.89K+ 6.61% |
$91.1K - $97K
|
46.6K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.19K+ 4.67% |
$69K - $73.4K
|
49.1K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.97K+ 6.41% |
$62K - $66K
|
32.6K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.38K+ 1.03% |
$43.7K - $46.4K
|
135K
$4.82M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
976New |
$30.8K - $32.8K
|
976
$34.8K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
863New |
$27.2K - $29K
|
863
$30.8K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
799+ 4.39% |
$25.2K - $26.8K
|
19K
$679K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
671+ 4.96% |
$21.2K - $22.5K
|
14.2K
$506K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
625+ 5.33% |
$19.7K - $21K
|
12.3K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
523+ 2.73% |
$16.5K - $17.6K
|
19.7K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130+ 2.32% |
$4.1K - $4.36K
|
5.73K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128New |
$4.04K - $4.3K
|
128
$4.57K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-62- 6.51% |
$1.96K - $2.08K
|
890
$31.8K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 92.81% |
$12.6K - $13.4K
|
31
$1.11K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 35.69% |
$68.1K - $72.4K
|
3.89K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.63K- 4.97% |
$178K - $189K
|
108K
$3.84M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.79K- 5.73% |
$246K - $261K
|
128K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.61K- 33.37% |
$303K - $322K
|
19.2K
$685K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.7K- 40.05% |
$558K - $593K
|
26.5K
$945K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.2K- 25.71% |
$606K - $644K
|
55.5K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.8K- 4.66% |
$2.04M - $2.17M
|
1.33M
$47.3M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-77.7K- 92.17% |
$2.45M - $2.61M
|
6.6K
$235K
|