Sequent Planning LLC Wisdomtree Tr Managed Futures Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Sequent Planning LLC holds 13,153 shares of WTMF stock, worth $463,906. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,153
Previous 13,093 0.46%
Holding current value
$463,906
Previous $457 Million 1.84%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$33.94 - $35.62 $2,036 - $2,137
60 Added 0.46%
13,153 $449 Million
Q4 2024

Feb 11, 2025
BUY
$34.6 - $36.99 $19,722 - $21,084
570 Added 4.55%
13,093 $457 Million
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
77
Shares Held
4.07M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

WTMF Quotes by TradingView
  • Ticker WTMF
  • Sector ETFs
  • Industry ETFs
More about WTMF
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email