Modera Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History

Modera Wealth Management, LLC

$8.42 Billion
Q3 2025

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

82

Shares Held

4.09M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.06M
Shares

$41 Million
0.0% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

498K
Shares

$19.3 Million
0.21% of portfolio
O'Dell Group, LLC Cincinnati, OH

320K
Shares

$12.4 Million
2.63% of portfolio
Stewardship Advisors, LLC

276K
Shares

$10.7 Million
2.66% of portfolio
Lpl Financial LLC Fort Mill, SC

266K
Shares

$10.3 Million
0.0% of portfolio

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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.