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 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-139- 0.82% |
$4.99K - $5.22K
|
16.8K
$588K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 1.27% |
$2.8K - $2.93K
|
6.07K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.67K- 35.19% |
$132K - $138K
|
6.76K
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-182- 89.66% |
$6.53K - $6.83K
|
21
$737
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.74K - $4.95K
|
132
$4.63K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-81.4K- 91.36% |
$2.82M - $3.05M
|
7.69K
$270K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113New |
$3.91K - $4.24K
|
113
$3.96K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$2.63K - $2.85K
|
76
$2.67K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.31KNew |
$218K - $236K
|
6.31K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.54K- 3.07% |
$53.4K - $57.9K
|
48.8K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.57K- 96.86% |
$54.4K - $59K
|
51
$1.79K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
446New |
$15.4K - $16.7K
|
446
$15.6K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 2.76% |
$8.66K - $9.38K
|
9.3K
$326K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
161K+ 112.83% |
$5.59M - $6.05M
|
304K
$10.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.55KNew |
$192K - $208K
|
5.55K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.22K- 12.69% |
$146K - $158K
|
29K
$1.02M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.88K- 31.01% |
$96.5K - $102K
|
6.41K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-13.5K- 24.35% |
$453K - $477K
|
42K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$1.94K - $2.05K
|
58
$2.03K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$449K - $473K
|
13.4K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
65New |
$2.18K - $2.29K
|
65
$2.28K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-20- 66.67% |
$670 - $705
|
10
$351
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$351K - $369K
|
10.5K
$368K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.49KNew |
$83.4K - $87.8K
|
2.49K
$87.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.15KNew |
$206K - $217K
|
6.15K
$216K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 171.66% |
$668K - $689K
|
30.6K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 87.89% |
$7.76K - $8K
|
31
$1.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
8New |
$276 - $284
|
8
$281
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 18.2% |
$116K - $123K
|
15.7K
$550K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.9K+ 96510.17% |
$1.8M - $1.91M
|
57K
$2M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 35.69% |
$68.1K - $72.4K
|
3.89K
$136K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
523+ 2.73% |
$16.5K - $17.6K
|
19.7K
$691K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.74M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-77.7K- 92.17% |
$2.45M - $2.61M
|
6.6K
$231K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128New |
$4.04K - $4.3K
|
128
$4.49K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.67KNew |
$179K - $190K
|
5.67K
$199K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-62- 6.51% |
$1.96K - $2.08K
|
890
$31.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.57K+ 4.02% |
$112K - $125K
|
92.4K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33New |
$1.04K - $1.15K
|
33
$1.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$38.2K - $42.4K
|
2.43K
$85.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-435- 87.0% |
$13.7K - $15.2K
|
65
$2.28K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
98New |
$3.09K - $3.42K
|
98
$3.44K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-186- 0.15% |
$5.86K - $6.5K
|
121K
$4.26M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.66K+ 41.56% |
$160K - $166K
|
15.9K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.56% |
$34.2 - $35.6
|
181
$6.35K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 11.28% |
$514 - $533
|
118
$4.14K
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 1.45% |
$14.8K - $15.3K
|
29.2K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.69KNew |
$229K - $238K
|
6.69K
$235K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-223- 18.8% |
$7.64K - $7.93K
|
963
$33.8K
|
|