Modera Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-10,000 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	10,000 New	10,000 $408,000

Others Institutions Holding WTMF

# of Institutions

63

Shares Held

4.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.13M
Shares

$39.5 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

541K
Shares

$19 Million
0.75% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

317K
Shares

$11.1 Million
0.15% of portfolio
O'Dell Group, LLC Cincinnati, OH

304K
Shares

$10.7 Million
2.88% of portfolio
Centric Wealth Management

292K
Shares

$10.3 Million
3.22% of portfolio

About WISDOMTREE TR MANAGED FUTURES

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