Cardinal Point Wealth Management Partners, LLC Wisdomtree Tr Managed Futures Call Options Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.41M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.21M
Shares

$41.7 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

551K
Shares

$18.9 Million
0.23% of portfolio
O'Dell Group, LLC Cincinnati, OH

317K
Shares

$10.9 Million
2.58% of portfolio
Stewardship Advisors, LLC

231K
Shares

$7.92 Million
2.36% of portfolio
Avestar Capital, LLC

172K
Shares

$5.91 Million
0.54% of portfolio

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