Endowment Wealth Management, Inc. Wisdomtree Tr Managed Futures Transaction History

Endowment Wealth Management, Inc.

$140 Million
Q1 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 16,571 shares of WTMF stock, worth $577,002. This represents 0.4% of its overall portfolio holdings.

Number of Shares

16,571

Previous 15,132 9.51%

Holding current value

$577,002

Previous $528,000 7.01%

% of portfolio

0.4%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$33.94 - $35.62 $48,839 - $51,257	1,439 Added 9.51%	16,571 $565,000
Q4 2024 Feb 07, 2025	BUY	$34.6 - $36.99 $21,140 - $22,600	611 Added 4.21%	15,132 $528,000
Q3 2024 Nov 06, 2024	SELL	$34.69 - $36.83 $3,226 - $3,425	-93 Reduced 0.64%	14,521 $515,000
Q2 2024 Aug 01, 2024	SELL	$35.88 - $37.53 $13,239 - $13,848	-369 Reduced 2.46%	14,614 $530,000
Q1 2024 May 08, 2024	SELL	$34.62 - $37.5 $64,185 - $69,525	-1,854 Reduced 11.01%	14,983 $561,000
Q4 2023 Feb 07, 2024	SELL	$33.49 - $35.26 $34,494 - $36,317	-1,030 Reduced 5.76%	16,837 $590,000
Q3 2023 Oct 30, 2023	SELL	$34.48 - $35.56 $18,688 - $19,273	-542 Reduced 2.94%	17,867 $629,000
Q2 2023 Aug 10, 2023	SELL	$33.23 - $35.11 $20,170 - $21,311	-607 Reduced 3.19%	18,409 $644,000
Q1 2023 May 10, 2023	BUY	$31.55 - $33.56 $25,208 - $26,814	799 Added 4.39%	19,016 $638,000
Q4 2022 Feb 13, 2023	BUY	$31.5 - $34.93 $23,310 - $25,848	740 Added 4.23%	18,217 $574,000
Q3 2022 Nov 10, 2022	BUY	$34.24 - $35.55 $10,408 - $10,807	304 Added 1.77%	17,477 $602,000
Q2 2022 Aug 15, 2022	BUY	$35.11 - $36.46 $53,718 - $55,783	1,530 Added 9.78%	17,173 $603,000
Q1 2022 May 04, 2022	BUY	$34.12 - $37.86 $207,142 - $229,848	6,071 Added 63.42%	15,643 $562,000
Q4 2021 Feb 11, 2022	BUY	$34.62 - $41.53 $331,382 - $397,525	9,572 New	9,572 $339,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.07M

Call Options Held

Put Options Held

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About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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Endowment Wealth Management, Inc. Wisdomtree Tr Managed Futures Transaction History