Bruderman Asset Management, LLC Wisdomtree Tr Managed Futures Transaction History

Bruderman Asset Management, LLC

$55.7 Million
Q2 2022

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$35.44 - $37.29 $1.32 Million - $1.39 Million	-37,200 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$37.0 - $38.29 $163,762 - $169,471	-4,426 Reduced 10.63%	37,200 $1.38 Million
Q3 2019 Nov 14, 2019	SELL	$38.01 - $38.89 $480,560 - $491,686	-12,643 Reduced 23.3%	41,626 $1.55 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-6,336 Reduced 10.45%	54,269 $2.05 Million
Q1 2019 May 14, 2019	SELL	N/A	-2,697 Reduced 4.26%	60,605 $2.36 Million
Q4 2018 Feb 11, 2019	BUY	N/A	5,638 Added 9.78%	63,302 $2.45 Million
Q3 2018 Nov 09, 2018	BUY	N/A	7,730 Added 15.48%	57,664 $2.35 Million
Q2 2018 Aug 15, 2018	BUY	N/A	7,495 Added 17.66%	49,934 $1.99 Million
Q1 2018 May 10, 2018	BUY	N/A	4,910 Added 13.08%	42,439 $1.68 Million
Q4 2017 Feb 06, 2018	BUY	N/A	6,379 Added 20.48%	37,529 $1.5 Million
Q3 2017 Nov 13, 2017	BUY	N/A	31,150	31,150 $1.21 Million

Others Institutions Holding WTMF

# of Institutions

70

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.15M
Shares

$41.3 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.5 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18.3 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.3 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$10.1 Million
1.9% of portfolio

About WISDOMTREE TR MANAGED FUTURES

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