Equitable Holdings, Inc. Wisdomtree Tr Managed Futures Transaction History

Equitable Holdings, Inc.

$9.9 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$31.5 - $34.93 $112,455 - $124,700	3,570 Added 4.02%	92,370 $2.91 Million
Q3 2022 Nov 14, 2022	BUY	$34.24 - $35.55 $30,473 - $31,639	890 Added 1.01%	88,800 $3.06 Million
Q2 2022 Aug 15, 2022	SELL	$35.11 - $36.46 $83,912 - $87,139	-2,390 Reduced 2.65%	87,910 $3.09 Million
Q1 2022 May 13, 2022	SELL	$34.12 - $37.86 $50,838 - $56,411	-1,490 Reduced 1.62%	90,300 $3.25 Million
Q4 2021 Feb 11, 2022	BUY	$34.62 - $41.53 $210,835 - $252,917	6,090 Added 7.11%	91,790 $3.25 Million
Q3 2021 Nov 12, 2021	BUY	$39.71 - $41.7 $55,991 - $58,797	1,410 Added 1.67%	85,700 $3.51 Million
Q2 2021 Aug 11, 2021	BUY	$38.87 - $41.71 $1.22 Million - $1.31 Million	31,440 Added 59.49%	84,290 $3.49 Million
Q1 2021 May 14, 2021	SELL	$37.11 - $40.16 $44,532 - $48,191	-1,200 Reduced 2.22%	52,850 $2.06 Million
Q4 2020 Feb 09, 2021	BUY	$34.75 - $37.09 $14,942 - $15,948	430 Added 0.8%	54,050 $2.01 Million
Q3 2020 Nov 13, 2020	BUY	$34.68 - $35.74 $17,340 - $17,870	500 Added 0.94%	53,620 $1.88 Million
Q2 2020 Aug 13, 2020	SELL	$34.43 - $36.7 $39,250 - $41,838	-1,140 Reduced 2.1%	53,120 $1.86 Million
Q1 2020 May 15, 2020	SELL	$35.44 - $37.29 $178,617 - $187,941	-5,040 Reduced 8.5%	54,260 $1.97 Million
Q4 2019 Feb 18, 2020	BUY	$37.0 - $38.29 $2.19 Million - $2.27 Million	59,300 New	59,300 $2.2 Million

Others Institutions Holding WTMF

# of Institutions

70

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.15M
Shares

$41.2 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.5 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18.2 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.3 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$10.1 Million
1.9% of portfolio

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