Ethos Financial Group, LLC Wisdomtree Tr Managed Futures Transaction History

Ethos Financial Group, LLC

  • $528 Million
  • Q3 2024

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 282,925 shares of WTMF stock, worth $10 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares
282,925
Previous 272,492 3.83%
Holding current value
$10 Million
Previous $9.88 Million 1.67%
% of portfolio
1.9%
Previous 1.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
69
Shares Held
5.17M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

WTMF Quotes by TradingView
  • Ticker WTMF
  • Sector ETFs
  • Industry ETFs
More about WTMF
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC 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 Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email