Mycio Wealth Partners, LLC Wisdomtree Tr Managed Futures Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$35.44 - $37.29 $1,523 - $1,603	-43 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	N/A	43 New	43 $2,000

Others Institutions Holding WTMF

# of Institutions

70

Shares Held

5.16M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.15M
Shares

$41.3 Million
0.0% of portfolio
Iht Wealth Management, LLC Chicago, IL

545K
Shares

$19.5 Million
0.56% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

510K
Shares

$18.3 Million
0.22% of portfolio
O'Dell Group, LLC Cincinnati, OH

316K
Shares

$11.3 Million
2.65% of portfolio
Ethos Financial Group, LLC King Of Prussia, PA

283K
Shares

$10.1 Million
1.9% of portfolio

About WISDOMTREE TR MANAGED FUTURES

Ticker WTMF
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