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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
12New |
$423 - $456
|
12
$452
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27New |
$952 - $1.02K
|
27
$1.02K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.9K+ 6.42% |
$2.39M - $2.58M
|
1.13M
$42.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-516- 4.57% |
$18.2K - $19.6K
|
10.8K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
599+ 3.93% |
$21.1K - $22.7K
|
15.8K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 18.44% |
$188K - $203K
|
34.3K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-730- 4.28% |
$25.7K - $27.7K
|
16.3K
$616K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.26K- 8.25% |
$256K - $276K
|
80.7K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.4KNew |
$545K - $586K
|
15.4K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-24.5K- 51.5% |
$864K - $929K
|
23.1K
$869K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.25K- 4.13% |
$114K - $123K
|
75.4K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
35+ 3500.0% |
$1.23K - $1.33K
|
36
$1.36K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.69K- 37.67% |
$165K - $178K
|
7.76K
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-5.3K- 41.02% |
$187K - $201K
|
7.62K
$287K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-994- 60.54% |
$35.1K - $37.7K
|
648
$24.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52K- 16.0% |
$124K - $134K
|
18.5K
$697K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-888- 3.46% |
$31.3K - $33.7K
|
24.8K
$935K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.71% |
$600 - $645
|
2.43K
$91.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.38K+ 9.46% |
$48.6K - $52.3K
|
15.9K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.2K+ 22.41% |
$113K - $121K
|
17.5K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 22.82% |
$88.4K - $95.1K
|
13.5K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.1K+ 23.73% |
$2.23M - $2.4M
|
329K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.9K- 44.68% |
$173K - $186K
|
6.07K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-633- 2.5% |
$22.3K - $24K
|
24.7K
$931K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.1K- 4.44% |
$780K - $840K
|
476K
$17.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.2K- 19.68% |
$324K - $349K
|
37.5K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.32K- 21.52% |
$81.7K - $88K
|
8.45K
$319K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-37.7K- 45.77% |
$1.33M - $1.43M
|
44.7K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29.3K- 49.13% |
$1.03M - $1.11M
|
30.3K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.18K+ 15.75% |
$41.6K - $44.8K
|
8.66K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-13.6K- 9.42% |
$481K - $517K
|
131K
$4.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.92K- 18.48% |
$174K - $187K
|
21.7K
$818K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
187+ 1.17% |
$6.6K - $7.1K
|
16.2K
$612K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-350- 2.93% |
$12.3K - $13.3K
|
11.6K
$436K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 0.54% |
$2.82K - $3.04K
|
14.7K
$552K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-800- 63.19% |
$28.2K - $30.4K
|
466
$17.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-822- 6.99% |
$29K - $31.2K
|
10.9K
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.41K- 1.87% |
$49.8K - $53.6K
|
74.1K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
727+ 5.94% |
$25.6K - $27.6K
|
13K
$489K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
9.24K+ 71.22% |
$326K - $351K
|
22.2K
$838K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.76K+ 10.04% |
$274K - $295K
|
85.1K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-414- 7.85% |
$14.6K - $15.7K
|
4.86K
$183K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42+ 1.9% |
$1.48K - $1.59K
|
2.25K
$84.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.76K+ 2.13% |
$203K - $219K
|
276K
$10.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-150- 3.59% |
$5.29K - $5.69K
|
4.03K
$152K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6KNew |
$303K - $326K
|
8.6K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7.68K+ 2.46% |
$271K - $291K
|
320K
$12.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.45K+ 30.31% |
$122K - $131K
|
14.8K
$559K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-18.2K- 58.37% |
$641K - $690K
|
13K
$489K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-34- 3.93% |
$1.2K - $1.29K
|
831
$31.3K
|
|