Iht Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Iht Wealth Management, LLC

$2.99 Billion
Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Iht Wealth Management, LLC holds 49,972 shares of WTMF stock, worth $1.75 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

49,972

Previous 544,962 90.83%

Holding current value

$1.75 Million

Previous $19.4 Million 90.99%

% of portfolio

0.06%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$34.6 - $36.99 $17.1 Million - $18.3 Million	-494,990 Reduced 90.83%	49,972 $1.75 Million
Q3 2024 Nov 14, 2024	BUY	$34.69 - $36.83 $136,227 - $144,631	3,927 Added 0.73%	544,962 $19.4 Million
Q2 2024 Aug 14, 2024	BUY	$35.88 - $37.53 $16.9 Million - $17.6 Million	470,089 Added 662.6%	541,035 $19.6 Million
Q1 2024 May 15, 2024	BUY	$34.62 - $37.5 $596,017 - $645,600	17,216 Added 32.04%	70,946 $2.66 Million
Q4 2023 Feb 14, 2024	BUY	$33.49 - $35.26 $762,634 - $802,940	22,772 Added 73.56%	53,730 $1.88 Million
Q3 2023 Nov 14, 2023	BUY	$34.48 - $35.56 $1.07 Million - $1.1 Million	30,958 New	30,958 $1.09 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-66 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	66	66 $3,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.34M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
Sector ETFs
Industry ETFs

More about WTMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History