Ethos Financial Group, LLC Wisdomtree Tr Managed Futures Transaction History

Ethos Financial Group, LLC

$1.1 Billion
Q3 2025

A detailed history of Ethos Financial Group, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Ethos Financial Group, LLC holds 39,762 shares of WTMF stock, worth $1.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

39,762

Previous 42,442 6.31%

Holding current value

$1.5 Million

Previous $1.5 Million 0.53%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$35.27 - $37.96 $94,523 - $101,732	-2,680 Reduced 6.31%	39,762 $1.51 Million
Q2 2025 Aug 06, 2025	SELL	$32.91 - $35.38 $124,037 - $133,347	-3,769 Reduced 8.16%	42,442 $1.5 Million
Q1 2025 May 13, 2025	BUY	$33.94 - $35.62 $1.11 Million - $1.16 Million	32,572 Added 238.82%	46,211 $1.58 Million
Q4 2024 Feb 06, 2025	SELL	$34.6 - $36.99 $9.32 Million - $9.96 Million	-269,286 Reduced 95.18%	13,639 $476,000
Q3 2024 Nov 07, 2024	BUY	$34.69 - $36.83 $361,920 - $384,247	10,433 Added 3.83%	282,925 $10 Million

Q2 2024 Aug 12, 2024	BUY	$35.88 - $37.53 $421,661 - $441,052	11,752 Added 4.51%	272,492 $9.88 Million
Q1 2024 May 08, 2024	BUY	$34.62 - $37.5 $685,199 - $742,200	19,792 Added 8.21%	260,740 $9.78 Million
Q4 2023 Feb 07, 2024	BUY	$33.49 - $35.26 $8.07 Million - $8.5 Million	240,948 New	240,948 $8.45 Million

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.03M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

More about WTMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.

Account

Ethos Financial Group, LLC Wisdomtree Tr Managed Futures Transaction History