Adviser Investments LLC Wisdomtree Tr Managed Futures Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Adviser Investments LLC holds 6,300 shares of WTMF stock, worth $222,264. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,300

Holding current value

$222,264

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$34.69 - $36.83 $218,547 - $232,029	6,300 New	6,300 $223,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

5.16M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.15M
Shares

$40.7 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.2 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18 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

$9.98 Million
1.9% of portfolio

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

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Adviser Investments LLC Wisdomtree Tr Managed Futures Transaction History