Beacon Pointe Advisors, LLC Wisdomtree Tr Managed Futures Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	N/A	-9,364 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	9,364 New	9,364 $336,000

Others Institutions Holding WTMF

# of Institutions

60

Shares Held

4.78M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.09M
Shares

$39.5 Million
0.0% of portfolio
Cambria Investment Management, L.P.

371K
Shares

$13.5 Million
0.87% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

322K
Shares

$11.7 Million
0.19% of portfolio
O'Dell Group, LLC Cincinnati, OH

304K
Shares

$11 Million
2.99% of portfolio
Centric Wealth Management

285K
Shares

$10.3 Million
3.49% of portfolio

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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