Janiczek Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Janiczek Wealth Management, LLC

$475 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$34.12 - $37.86 $682 - $757	-20 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$34.62 - $41.53 $692 - $830	20 New	20 $1,000

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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