Asset Allocation Strategies LLC Wisdomtree Tr Managed Futures Transaction History
Asset Allocation Strategies LLC
- $505 Billion
- Q3 2025
A detailed history of Asset Allocation Strategies LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 27,631 shares of WTMF stock, worth $1.07 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
27,631
Previous 37,217
25.76%
Holding current value
$1.07 Million
Previous $1.31 Billion
20.33%
% of portfolio
0.21%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding WTMF
# of Institutions
82Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$41 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS498KShares$19.3 Million0.21% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.4 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.7 Million2.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC266KShares$10.3 Million0.0% of portfolio