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

4.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.21M
Shares

$41.6 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

511K
Shares

$17.5 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

310K
Shares

$10.6 Million
2.76% of portfolio
Stewardship Advisors, LLC

267K
Shares

$9.14 Million
2.64% of portfolio
Avestar Capital, LLC

172K
Shares

$5.9 Million
0.54% of portfolio

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