Discipline Wealth Solutions, LLC Wisdomtree Tr Managed Futures Transaction History
Discipline Wealth Solutions, LLC
- $513 Million
- Q4 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 11,914 shares of WTMF stock, worth $449,157. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,914
Previous 21,789
45.32%
Holding current value
$449,157
Previous $825,000
45.58%
% of portfolio
0.09%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding WTMF
# of Institutions
79Shares Held
4.29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$42.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS476KShares$17.9 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$12.4 Million0.0% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC280KShares$10.5 Million2.58% of portfolio