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 14,521 shares of WTMF stock, worth $519,125. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,521
Previous 14,614 0.64%
Holding current value
$519,125
Previous $530,000 2.83%
% of portfolio
0.38%
Previous 0.43%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR MANAGED FUTURES


  • Ticker WTMF
  • Sector ETFs
  • Industry ETFs
More about WTMF
Track This Portfolio

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.