Trajan Wealth LLC Wisdomtree Tr Managed Futures Transaction History
Trajan Wealth LLC
- $2.32 Trillion
- Q3 2025
A detailed history of Trajan Wealth LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Trajan Wealth LLC holds 8,449 shares of WTMF stock, worth $318,527. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,449
Previous 10,766
21.52%
Holding current value
$318,527
Previous $380 Million
15.79%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding WTMF
# of Institutions
80Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$42.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS476KShares$17.9 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$12.4 Million0.0% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.4 Million2.66% of portfolio