Newfound Research LLC Wisdomtree Tr Managed Futures Transaction History

Newfound Research LLC

$40.8 Million
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 14, 2019	SELL	N/A	-93 Closed	0 $0
Q4 2018 Jan 25, 2019	SELL	N/A	-7 Reduced 7.0%	93 $4,000
Q4 2017 Feb 06, 2018	BUY	N/A	22 Added 28.21%	100 $4,000
Q3 2017 Nov 01, 2017	BUY	N/A	78	78 $3,000

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

$41.2 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

$18.2 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
Sector ETFs
Industry ETFs

More about WTMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Newfound Research LLC, based on Form 13F filings with the SEC.

News

Stay updated on Newfound Research LLC with notifications on news.