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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-24.4K- 39.52% |
$829K - $870K
|
37.4K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3K+ 215.45% |
$1.3M - $1.36M
|
56.1K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.37K+ 38.96% |
$114K - $120K
|
12K
$424K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40.2K- 7.29% |
$1.36M - $1.43M
|
511K
$18M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.3K- 50.0% |
$112K - $117K
|
3.3K
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-823- 25.21% |
$27.9K - $29.3K
|
2.44K
$86.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.33KNew |
$283K - $297K
|
8.33K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.98K- 2.21% |
$237K - $249K
|
310K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
25New |
$849 - $890
|
25
$882
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
26.1KNew |
$886K - $929K
|
26.1K
$920K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.5K+ 15.85% |
$1.24M - $1.3M
|
267K
$9.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
69+ 0.09% |
$2.34K - $2.46K
|
76.4K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
881New |
$29.9K - $31.4K
|
881
$31.1K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$170 - $178
|
6.15K
$217K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70K+ 557.75% |
$2.42M - $2.59M
|
82.5K
$2.91M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.5KNew |
$607K - $649K
|
17.5K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$227K - $243K
|
6.57K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.19K- 1.6% |
$41.1K - $43.9K
|
72.9K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$865 - $925
|
25
$882
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.6KNew |
$228K - $244K
|
6.6K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-201K- 93.97% |
$6.97M - $7.45M
|
12.9K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.9KNew |
$687K - $735K
|
19.9K
$700K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.67K- 2.98% |
$57.7K - $61.7K
|
54.2K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 3.87% |
$208 - $222
|
161
$5.68K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
921+ 72.01% |
$31.9K - $34.1K
|
2.2K
$77.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.32K+ 15.72% |
$150K - $160K
|
31.8K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.82KNew |
$63.1K - $67.4K
|
1.82K
$64.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-24.1K- 72.46% |
$835K - $893K
|
9.17K
$323K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
280+ 7.78% |
$9.69K - $10.4K
|
3.88K
$137K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
59KNew |
$2.04M - $2.18M
|
59K
$2.08M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-444- 99.55% |
$15.4K - $16.4K
|
2
$70.5
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
157New |
$5.45K - $5.78K
|
157
$5.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.5KNew |
$156K - $166K
|
4.5K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.3KNew |
$219K - $232K
|
6.3K
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.33KNew |
$150K - $160K
|
4.33K
$153K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$413K - $439K
|
11.9K
$420K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.11K - $1.18K
|
32
$1.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.51K+ 2.72% |
$52.5K - $55.8K
|
57.2K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
25.8KNew |
$895K - $950K
|
25.8K
$910K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
75New |
$2.69K - $2.81K
|
75
$2.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.41K+ 137.66% |
$230K - $240K
|
11.1K
$390K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 20.51% |
$287 - $300
|
31
$1.09K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-182- 89.66% |
$6.53K - $6.83K
|
21
$741
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-3.67K- 35.19% |
$132K - $138K
|
6.76K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 1.27% |
$2.8K - $2.93K
|
6.07K
$214K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$2.63K - $2.85K
|
76
$2.68K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113New |
$3.91K - $4.24K
|
113
$3.99K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.54K- 3.07% |
$53.4K - $57.9K
|
48.8K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.31KNew |
$218K - $236K
|
6.31K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.57K- 96.86% |
$54.4K - $59K
|
51
$1.8K
|
|