Sequent Planning LLC Wisdomtree Tr Managed Futures Transaction History

Sequent Planning LLC

$290 Billion
Q3 2024

A detailed history of Sequent Planning LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Sequent Planning LLC holds 12,523 shares of WTMF stock, worth $444,816. This represents 0.15% of its overall portfolio holdings.

Number of Shares

12,523

Holding current value

$444,816

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$34.69 - $36.83 $434,422 - $461,222	12,523 New	12,523 $445 Million

Others Institutions Holding WTMF

# of Institutions

Shares Held

5.16M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.15M
Shares

$40.9 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.4 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18.1 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.2 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$10 Million
1.9% of portfolio

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
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Sequent Planning LLC Wisdomtree Tr Managed Futures Transaction History