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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
205New |
$7.09K - $7.58K
|
205
$7.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
620+ 79.79% |
$21.5K - $22.9K
|
1.4K
$49K
|
|
|
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
$64K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-24.1K- 72.46% |
$835K - $893K
|
9.17K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.84K+ 3.52% |
$271K - $290K
|
231K
$8.09M
|
|
|
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
$136K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
109+ 1.8% |
$3.77K - $4.03K
|
6.15K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.82K+ 8.17% |
$132K - $141K
|
50.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
59KNew |
$2.04M - $2.18M
|
59K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
660+ 4.11% |
$22.8K - $24.4K
|
16.7K
$586K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
45.2KNew |
$1.57M - $1.67M
|
45.2K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-444- 99.55% |
$15.4K - $16.4K
|
2
$70.2
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
157New |
$5.45K - $5.78K
|
157
$5.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.5KNew |
$156K - $166K
|
4.5K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.3KNew |
$219K - $232K
|
6.3K
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
922New |
$32K - $34K
|
922
$32.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.33KNew |
$150K - $160K
|
4.33K
$152K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$413K - $439K
|
11.9K
$418K
|
|
|
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
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.11K - $1.18K
|
32
$1.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
25.8KNew |
$895K - $950K
|
25.8K
$906K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.22K- 26.13% |
$115K - $121K
|
9.09K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
75New |
$2.69K - $2.81K
|
75
$2.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.41K+ 137.66% |
$230K - $240K
|
11.1K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 20.51% |
$287 - $300
|
31
$1.09K
|
|
|
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 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-78- 1.27% |
$2.8K - $2.93K
|
6.07K
$213K
|
|
|
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
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$2.63K - $2.85K
|
76
$2.67K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113New |
$3.91K - $4.24K
|
113
$3.97K
|
|
|
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 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 2.76% |
$8.66K - $9.38K
|
9.3K
$326K
|
|
|
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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$449K - $473K
|
13.4K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$1.94K - $2.05K
|
58
$2.04K
|
|
|
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
$87.4K
|
|
|
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
|
|