Latest Institutional Transactions on Wisdomtree Tr Managed Futures (WTMF)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Managed Futures (WTMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.8K+ 4.11% |
$1.37M - $1.48M
|
1.06M
$38.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-22.4K- 37.54% |
$736K - $791K
|
37.2K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.89K- 14.35% |
$62.3K - $66.9K
|
11.3K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1New |
$32.9 - $35.4
|
1
$36.2
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 144.82% |
$564K - $606K
|
29K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.02K- 8.19% |
$231K - $248K
|
78.6K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47K+ 9.41% |
$48.3K - $51.9K
|
17.1K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 1.1% |
$461 - $495
|
1.26K
$45.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-58K- 82.34% |
$1.91M - $2.05M
|
12.4K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31+ 1.02% |
$1.02K - $1.1K
|
3.06K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$32.9 - $35.4
|
15.1K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.6K- 23.06% |
$217K - $233K
|
22K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.4K+ 10.63% |
$46K - $49.5K
|
14.6K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12K- 20.16% |
$395K - $425K
|
47.5K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.75K+ 17.12% |
$124K - $133K
|
25.7K
$930K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-62K- 84.97% |
$2.04M - $2.19M
|
11K
$397K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70K+ 558.07% |
$2.3M - $2.48M
|
82.6K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.13K+ 17.79% |
$103K - $111K
|
20.7K
$751K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.48K+ 1.03% |
$48.5K - $52.2K
|
145K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-26- 1.84% |
$856 - $920
|
1.39K
$50.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.28K+ 356.11% |
$42.2K - $45.4K
|
1.64K
$59.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
SELL
|
- |
-1.62K- 12.08% |
$53.2K - $57.2K
|
11.8K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
219+ 706.45% |
$7.21K - $7.75K
|
250
$9.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.34KNew |
$308K - $331K
|
9.34K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 76.14% |
$3.78M - $4.07M
|
266K
$9.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
246+ 2.05% |
$8.1K - $8.7K
|
12.2K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-268- 1.05% |
$8.82K - $9.48K
|
25.3K
$918K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
13KNew |
$427K - $459K
|
13K
$470K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 15.93% |
$67.1K - $72.2K
|
10.8K
$390K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 20.38% |
$41.7K - $44.8K
|
7.49K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 1.74% |
$49.4K - $53.1K
|
88K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-32.9K- 69.05% |
$1.08M - $1.16M
|
14.7K
$534K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 2.52% |
$423K - $454K
|
498K
$18M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-941- 1.23% |
$31K - $33.3K
|
75.5K
$2.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-15.6K- 25.02% |
$513K - $552K
|
46.7K
$1.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.77K- 8.16% |
$124K - $133K
|
42.4K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.61K+ 7.07% |
$86K - $92.4K
|
39.6K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-6.24K- 16.7% |
$205K - $221K
|
31.1K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 59.99% |
$65.1K - $70K
|
5.28K
$191K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.2K+ 148.03% |
$1.62M - $1.74M
|
82.4K
$2.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-902- 28.98% |
$29.7K - $31.9K
|
2.21K
$80.1K
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 0.78% |
$79.5K - $85.5K
|
312K
$11.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 1.35% |
$1.09K - $1.17K
|
2.41K
$87.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 37.89% |
$699K - $751K
|
77.3K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.42K- 36.69% |
$79.7K - $85.7K
|
4.18K
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.95K+ 71.43% |
$196K - $210K
|
14.3K
$517K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-230- 3.4% |
$7.57K - $8.14K
|
6.53K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18+ 0.28% |
$592 - $637
|
6.54K
$237K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.85% |
$35.7K - $38.4K
|
59.6K
$2.16M
|