Axis Wealth Partners, LLC Wisdomtree Tr Managed Futures Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 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 11,373 shares of WTMF stock, worth $401,125. This represents 0.26% of its overall portfolio holdings.
Number of Shares
11,373
Previous 12,010
5.3%
Holding current value
$401,125
Previous $410 Million
2.04%
% of portfolio
0.26%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding WTMF
# of Institutions
81Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$35.8 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS511KShares$18 Million0.22% of portfolio
-
O'Dell Group, LLC Cincinnati, OH310KShares$10.9 Million2.76% of portfolio
-
Stewardship Advisors, LLC270KShares$9.54 Million2.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC151KShares$5.33 Million0.0% of portfolio