Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.3K- 50.0% |
$112K - $117K
|
3.3K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.73K- 5.02% |
$126K - $133K
|
70.5K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.68K- 10.66% |
$193K - $202K
|
47.6K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 2.21% |
$237K - $249K
|
310K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.1K- 11.51% |
$275K - $289K
|
62.3K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.67K- 17.36% |
$294K - $309K
|
41.3K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.9K- 47.53% |
$405K - $426K
|
13.2K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.5K- 30.45% |
$425K - $446K
|
28.6K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-24.4K- 39.52% |
$829K - $870K
|
37.4K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.8K- 64.08% |
$945K - $992K
|
15.6K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-29K- 16.84% |
$984K - $1.03M
|
143K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.2K- 7.29% |
$1.36M - $1.43M
|
511K
$18M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.6K- 44.12% |
$2.29M - $2.41M
|
85.7K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199K- 16.38% |
$6.75M - $7.09M
|
1.02M
$35.8M
|