Capital Analysts, LLC Wisdomtree Tr Managed Futures Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

63

Shares Held

4.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.13M
Shares

$39.5 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

541K
Shares

$19 Million
0.75% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

317K
Shares

$11.1 Million
0.15% of portfolio
O'Dell Group, LLC Cincinnati, OH

304K
Shares

$10.7 Million
2.88% of portfolio
Centric Wealth Management

292K
Shares

$10.3 Million
3.22% of portfolio

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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