Executive Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 30, 2019	SELL	$38.01 - $38.89 $988 - $1,011	-26 Closed	0 $0
Q1 2019 May 02, 2019	SELL	N/A	-1,100 Reduced 97.69%	26 $1,000
Q4 2018 Feb 19, 2019	BUY	N/A	1,126 New	1,126 $45,000

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

About WISDOMTREE TR MANAGED FUTURES

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