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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.34K - $4.67K
|
132
$4.66K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.8KNew |
$454K - $488K
|
13.8K
$486K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11.9K- 47.53% |
$405K - $426K
|
13.2K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.67K- 17.36% |
$294K - $309K
|
41.3K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-523- 3.76% |
$17.8K - $18.6K
|
13.4K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199K- 16.38% |
$6.75M - $7.09M
|
1.02M
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.09K- 26.53% |
$37.1K - $39K
|
3.03K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.73K- 5.02% |
$126K - $133K
|
70.5K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.51K+ 42.77% |
$153K - $161K
|
15K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.47K+ 4.33% |
$83.9K - $88.1K
|
59.6K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.46KNew |
$49.6K - $52K
|
1.46K
$51.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 10.34% |
$204 - $214
|
64
$2.26K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.8K- 64.08% |
$945K - $992K
|
15.6K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-29K- 16.84% |
$984K - $1.03M
|
143K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.97K+ 22.11% |
$135K - $141K
|
21.9K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.94KNew |
$235K - $247K
|
6.94K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-245- 40.5% |
$8.32K - $8.73K
|
360
$12.7K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.52KNew |
$221K - $232K
|
6.52K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8KNew |
$402K - $422K
|
11.8K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.79K- 18.02% |
$94.7K - $99.3K
|
12.7K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.95K- 29.78% |
$100K - $105K
|
6.96K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.5K- 30.45% |
$425K - $446K
|
28.6K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-67.6K- 44.12% |
$2.29M - $2.41M
|
85.7K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.6K+ 238.82% |
$1.11M - $1.16M
|
46.2K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4K+ 2.4% |
$47.3K - $49.7K
|
59.5K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.2KNew |
$1.13M - $1.18M
|
33.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
60+ 0.46% |
$2.04K - $2.14K
|
13.2K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
8K+ 15.83% |
$271K - $285K
|
58.5K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.49K+ 15.07% |
$118K - $124K
|
26.6K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.22K+ 13.31% |
$75.4K - $79.1K
|
18.9K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.35K- 9.53% |
$45.8K - $48.1K
|
12.8K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44K+ 9.51% |
$48.8K - $51.3K
|
16.6K
$584K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-803- 38.72% |
$27.3K - $28.6K
|
1.27K
$44.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 50.34% |
$420K - $441K
|
37K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.79K+ 22.62% |
$60.6K - $63.6K
|
9.68K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-40- 0.23% |
$1.36K - $1.42K
|
17.6K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.95K- 6.51% |
$100K - $105K
|
42.4K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.77K- 1.8% |
$93.8K - $98.5K
|
151K
$5.33M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.22KNew |
$211K - $221K
|
6.22K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
103New |
$3.5K - $3.67K
|
103
$3.63K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 55.87% |
$1.05M - $1.1M
|
86.5K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-777- 19.98% |
$26.4K - $27.7K
|
3.11K
$110K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.1K- 11.51% |
$275K - $289K
|
62.3K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 6.47% |
$52.8K - $55.4K
|
25.6K
$903K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-154- 11.02% |
$5.23K - $5.49K
|
1.24K
$43.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-196- 12.19% |
$6.65K - $6.98K
|
1.41K
$49.8K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.22K+ 54.3% |
$143K - $150K
|
12K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 83.33% |
$170 - $178
|
1
$35.3
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.68K- 10.66% |
$193K - $202K
|
47.6K
$1.68M
|
|