Lpl Financial LLC Wisdomtree Tr Managed Futures Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Lpl Financial LLC holds 265,955 shares of WTMF stock, worth $10.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

265,955

Previous 150,991 76.14%

Holding current value

$10.3 Million

Previous $5.15 Million 82.22%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$32.91 - $35.38 $3.78 Million - $4.07 Million	114,964 Added 76.14%	265,955 $9.39 Million
Q1 2025 May 07, 2025	SELL	$33.94 - $35.62 $93,844 - $98,489	-2,765 Reduced 1.8%	150,991 $5.15 Million
Q4 2024 Feb 11, 2025	SELL	$34.6 - $36.99 $217,288 - $232,297	-6,280 Reduced 3.92%	153,756 $5.37 Million
Q3 2024 Nov 08, 2024	SELL	$34.69 - $36.83 $1.27 Million - $1.35 Million	-36,616 Reduced 18.62%	160,036 $5.68 Million
Q2 2024 Aug 07, 2024	SELL	$35.88 - $37.53 $200,892 - $210,130	-5,599 Reduced 2.77%	196,652 $7.13 Million
Q1 2024 May 10, 2024	BUY	$34.62 - $37.5 $60,238 - $65,250	1,740 Added 0.87%	202,251 $7.58 Million
Q4 2023 Feb 14, 2024	BUY	$33.49 - $35.26 $360,385 - $379,432	10,761 Added 5.67%	200,511 $7.03 Million
Q3 2023 Nov 13, 2023	BUY	$34.48 - $35.56 $777,144 - $801,486	22,539 Added 13.48%	189,750 $6.68 Million
Q2 2023 Jul 31, 2023	BUY	$33.23 - $35.11 $126,938 - $134,120	3,820 Added 2.34%	167,211 $5.85 Million
Q1 2023 May 10, 2023	BUY	$31.55 - $33.56 $778,086 - $827,656	24,662 Added 17.78%	163,391 $5.48 Million
Q4 2022 Feb 07, 2023	BUY	$31.5 - $34.93 $3.77 Million - $4.18 Million	119,594 Added 625.0%	138,729 $4.38 Million
Q3 2022 Nov 14, 2022	BUY	$34.24 - $35.55 $135,624 - $140,813	3,961 Added 26.1%	19,135 $659,000
Q2 2022 Aug 12, 2022	BUY	$35.11 - $36.46 $150,025 - $155,793	4,273 Added 39.2%	15,174 $533,000
Q1 2022 May 16, 2022	SELL	$34.12 - $37.86 $169,269 - $187,823	-4,961 Reduced 31.28%	10,901 $392,000
Q4 2021 Feb 14, 2022	SELL	$34.62 - $41.53 $213,813 - $256,489	-6,176 Reduced 28.02%	15,862 $562,000
Q3 2021 Nov 15, 2021	BUY	$39.71 - $41.7 $70,445 - $73,975	1,774 Added 8.75%	22,038 $903,000
Q2 2021 Aug 13, 2021	BUY	$38.87 - $41.71 $126,638 - $135,891	3,258 Added 19.16%	20,264 $839,000
Q1 2021 May 14, 2021	BUY	$37.11 - $40.16 $631,092 - $682,960	17,006 New	17,006 $663,000
Q1 2019 May 08, 2019	SELL	N/A	-34,982 Closed	0 $0
Q4 2018 Feb 07, 2019	BUY	N/A	26,458 Added 310.39%	34,982 $1.36 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,450 Added 40.34%	8,524 $347,000
Q2 2018 Aug 14, 2018	BUY	N/A	6,074 New	6,074 $242,000
Q4 2017 Feb 14, 2018	SELL	N/A	-5,444 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	5,444	5,444 $211,000

Others Institutions Holding WTMF

# of Institutions

Shares Held

4.09M

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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Wisdomtree Tr Managed Futures Transaction History