Capital Analysts, LLC Wisdomtree Tr Managed Futures Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Capital Analysts, LLC holds 157 shares of WTMF stock, worth $5,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares

157

Holding current value

$5,504

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$34.69 - $36.83 $5,446 - $5,782	157 New	157 $6,000
Q1 2022 May 12, 2022	SELL	$34.12 - $37.86 $3,411 - $3,786	-100 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$39.71 - $41.7 $3,971 - $4,170	100 New	100 $4,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

5.16M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.15M
Shares

$40.4 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.1 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$17.9 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.1 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$9.92 Million
1.9% of portfolio

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

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