Axis Wealth Partners, LLC Wisdomtree Tr Managed Futures Call Options Transaction History

Axis Wealth Partners, LLC

$171 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding WTMF

# of Institutions

82

Shares Held

4.09M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.06M
Shares

$41 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

498K
Shares

$19.3 Million
0.21% of portfolio
O'Dell Group, LLC Cincinnati, OH

320K
Shares

$12.4 Million
2.63% of portfolio
Stewardship Advisors, LLC

276K
Shares

$10.7 Million
2.66% of portfolio
Lpl Financial LLC Fort Mill, SC

266K
Shares

$10.3 Million
0.0% of portfolio

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

More about WTMF

Track This Portfolio

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.