Axis Wealth Partners, LLC Wisdomtree Tr Managed Futures Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 14,820 shares of WTMF stock, worth $574,126. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,820
Previous 11,373 30.31%
Holding current value
$574,126
Previous $402 Million 39.83%
% of portfolio
0.33%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$35.27 - $37.96 $121,575 - $130,848
3,447 Added 30.31%
14,820 $561 Million
Q2 2025

Jul 15, 2025
SELL
$32.91 - $35.38 $20,963 - $22,537
-637 Reduced 5.3%
11,373 $402 Million
Q1 2025

Apr 28, 2025
BUY
$33.94 - $35.62 $114,275 - $119,932
3,367 Added 38.96%
12,010 $410 Million
Q4 2024

Feb 07, 2025
BUY
$34.6 - $36.99 $299,047 - $319,704
8,643 New
8,643 $302 Million

Others Institutions Holding WTMF

# of Institutions
82
Shares Held
4.09M
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 Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email