Ifp Advisors, Inc Wisdomtree Tr Managed Futures Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$31.5 - $34.93 $13,702 - $15,194	-435 Reduced 87.0%	65 $3,000
Q3 2022 Nov 08, 2022	BUY	$34.24 - $35.55 $102 - $106	3 Added 0.6%	500 $23,000
Q2 2022 Sep 06, 2022	BUY	$35.11 - $36.46 $17,449 - $18,120	497 New	497 $20,000
Q2 2022 Aug 12, 2022	SELL	$35.11 - $36.46 $17,449 - $18,120	-497 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$34.12 - $37.86 $16,957 - $18,816	497 New	497 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-139 Closed	0 $0
Q1 2018 Jun 03, 2019	BUY	N/A	139 New	139 $6,000
Q1 2018 May 09, 2018	SELL	N/A	-139 Closed	0 $0
Q4 2016 Jun 03, 2019	SELL	N/A	-235 Reduced 62.83%	139 $6,000
Q2 2016 Jun 03, 2019	BUY	N/A	374	374 $16,000

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

$40.7 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.2 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.2 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$9.98 Million
1.9% of portfolio

About WISDOMTREE TR MANAGED FUTURES

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