Heritage Wealth Management, LLC Wisdomtree Tr Managed Futures Put Options Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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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