Kestra Advisory Services, LLC Wisdomtree Tr Managed Futures Transaction History

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 25,682 shares of WTMF stock, worth $994,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,682
Previous 21,928 17.12%
Holding current value
$994,920
Previous $748,000 21.12%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$32.91 - $35.38 $123,544 - $132,816
3,754 Added 17.12%
25,682 $906,000
Q1 2025

May 14, 2025
BUY
$33.94 - $35.62 $134,741 - $141,411
3,970 Added 22.11%
21,928 $748,000
Q4 2024

Feb 10, 2025
BUY
$34.6 - $36.99 $53,664 - $57,371
1,551 Added 9.45%
17,958 $627,000
Q2 2024

Aug 14, 2024
BUY
$35.88 - $37.53 $1,614 - $1,688
45 Added 0.28%
16,407 $595,000
Q4 2023

Feb 14, 2024
BUY
$33.49 - $35.26 $25,854 - $27,220
772 Added 4.95%
16,362 $573,000
Q3 2023

Nov 09, 2023
BUY
$34.48 - $35.56 $537,543 - $554,380
15,590 New
15,590 $548,000

Others Institutions Holding WTMF

# of Institutions
82
Shares Held
4.09M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR MANAGED FUTURES

WTMF Quotes by TradingView
  • Ticker WTMF
  • Sector ETFs
  • Industry ETFs
More about WTMF
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