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 $9.64 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

265,955

Previous 150,991 76.14%

Holding current value

$9.64 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

4.17M

Call Options Held

Put Options Held

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About WISDOMTREE TR MANAGED FUTURES

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Lpl Financial LLC Wisdomtree Tr Managed Futures Transaction History