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

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

Ticker WTMF
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