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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-495K- 90.83% |
$17.1M - $18.3M
|
50K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.12K- 22.08% |
$246K - $263K
|
25.1K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$1.42M - $1.52M
|
41.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 49.75% |
$1.49M - $1.59M
|
43.4K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$865 - $925
|
25
$878
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.19K- 1.6% |
$41.1K - $43.9K
|
72.9K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-25- 1.19% |
$865 - $925
|
2.07K
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.19K- 1.58% |
$41.2K - $44.1K
|
74.2K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$227K - $243K
|
6.57K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64+ 1.58% |
$2.21K - $2.37K
|
4.12K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.7K+ 5.35% |
$2.13M - $2.28M
|
1.21M
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
198+ 48.65% |
$6.85K - $7.32K
|
605
$21.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.89KNew |
$135K - $144K
|
3.89K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.6KNew |
$228K - $244K
|
6.6K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
282+ 1.62% |
$9.76K - $10.4K
|
17.6K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40.4K+ 7.92% |
$1.4M - $1.49M
|
551K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 8.77% |
$47.1K - $50.3K
|
14.2K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.61KNew |
$55.6K - $59.5K
|
1.61K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
6New |
$208 - $222
|
6
$211
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 3.65% |
$67.6K - $72.2K
|
55.5K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.98K+ 9.36% |
$68.5K - $73.3K
|
23.1K
$812K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-762- 5.2% |
$26.4K - $28.2K
|
13.9K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
922+ 13.46% |
$31.9K - $34.1K
|
7.77K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57K+ 59.27% |
$1.97M - $2.11M
|
153K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.1K- 55.4% |
$764K - $816K
|
17.8K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-201K- 93.97% |
$6.97M - $7.45M
|
12.9K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.67K- 2.98% |
$57.7K - $61.7K
|
54.2K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.9KNew |
$687K - $735K
|
19.9K
$697K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-58K- 48.41% |
$2.01M - $2.15M
|
61.8K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.28K- 3.92% |
$217K - $232K
|
154K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
570+ 4.55% |
$19.7K - $21.1K
|
13.1K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 157.22% |
$520K - $556K
|
24.6K
$863K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.55K+ 9.45% |
$53.7K - $57.4K
|
18K
$630K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 1.15% |
$3.11K - $3.33K
|
7.9K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
494+ 17.83% |
$17.1K - $18.3K
|
3.26K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
9.91KNew |
$343K - $366K
|
9.91K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.12K- 11.79% |
$246K - $263K
|
53.3K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 3.87% |
$208 - $222
|
161
$5.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.64KNew |
$299K - $320K
|
8.64K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.4K- 97.94% |
$1.75M - $1.87M
|
1.06K
$37.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
1.25K+ 1.81% |
$43.3K - $46.2K
|
70.4K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231+ 0.07% |
$7.99K - $8.54K
|
317K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
611+ 4.21% |
$21.1K - $22.6K
|
15.1K
$531K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
921+ 72.01% |
$31.9K - $34.1K
|
2.2K
$77.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-269K- 95.18% |
$9.32M - $9.96M
|
13.6K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
58.2KNew |
$2.01M - $2.15M
|
58.2K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
377+ 1.59% |
$13K - $13.9K
|
24K
$844K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.02K+ 8.56% |
$208K - $223K
|
76.3K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.26K- 2.41% |
$147K - $158K
|
172K
$6.04M
|