Focus Wealth Advisors, LLC Wisdomtree Tr Managed Futures Transaction History

Focus Wealth Advisors, LLC

$183 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	SELL	$31.5 - $34.93 $5,859 - $6,496	-186 Reduced 0.15%	121,367 $0
Q3 2022 Oct 13, 2022	BUY	$34.24 - $35.55 $4.16 Million - $4.32 Million	121,553 New	121,553 $4.19 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

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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