Assetmark, Inc Wisdomtree Tr Managed Futures Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Assetmark, Inc holds 103 shares of WTMF stock, worth $3,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares

103

Holding current value

$3,586

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$33.94 - $35.62 $3,495 - $3,668	103 New	103 $3,000
Q3 2024 Nov 01, 2024	BUY	$34.69 - $36.83 $31,984 - $33,957	922 New	922 $32,000
Q3 2016 Sep 15, 2017	SELL	N/A	-679 Reduced 37.1%	1,151 $48,000
Q2 2016 Sep 15, 2017	BUY	N/A	1,830	1,830 $78,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.07M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.02M
Shares

$35.4 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

511K
Shares

$17.8 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

310K
Shares

$10.8 Million
2.76% of portfolio
Stewardship Advisors, LLC

267K
Shares

$9.3 Million
2.64% of portfolio
Lpl Financial LLC Fort Mill, SC

151K
Shares

$5.26 Million
0.0% of portfolio

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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