Global Wealth Management Investment Advisory, Inc. Wisdomtree Tr Managed Futures Transaction History

Global Wealth Management Investment Advisory, Inc.

$429 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	N/A	-101 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	101 New	101 $4,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.71M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.13M
Shares

$40.1 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

541K
Shares

$19.3 Million
0.75% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

317K
Shares

$11.3 Million
0.15% of portfolio
O'Dell Group, LLC Cincinnati, OH

304K
Shares

$10.8 Million
2.88% of portfolio
Centric Wealth Management

292K
Shares

$10.4 Million
3.22% of portfolio

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