Gradient Investments LLC Wisdomtree Tr Managed Futures Transaction History

Gradient Investments LLC

$3.96 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$35.11 - $36.46 $351 - $364	-10 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	10	10 $0

Others Institutions Holding WTMF

# of Institutions

77

Shares Held

4.07M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.02M
Shares

$35.4 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

511K
Shares

$17.8 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

310K
Shares

$10.8 Million
2.76% of portfolio
Stewardship Advisors, LLC

267K
Shares

$9.3 Million
2.64% of portfolio
Lpl Financial LLC Fort Mill, SC

151K
Shares

$5.26 Million
0.0% of portfolio

About WISDOMTREE TR MANAGED FUTURES

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