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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 18.2% |
$116K - $123K
|
15.7K
$551K
|
|
| 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
$4.75M
|
|
|
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
$692K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.75M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33New |
$1.04K - $1.15K
|
33
$1.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.57K+ 4.02% |
$112K - $125K
|
92.4K
$3.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$38.2K - $42.4K
|
2.43K
$85.2K
|
|
|
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
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.49K+ 40.08% |
$193K - $200K
|
19.2K
$674K
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.91KNew |
$348K - $361K
|
9.91K
$348K
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
87.1KNew |
$3.06M - $3.18M
|
87.1K
$3.06M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-16Closed |
$562 - $583
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-121KClosed |
$4.26M - $4.42M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
37.6KNew |
$1.32M - $1.37M
|
37.6K
$1.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10Closed |
$351 - $365
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4Closed |
$136 - $151
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-352Closed |
$12K - $13.3K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$682 - $757
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.7KClosed |
$128K - $154K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-37Closed |
$1.28K - $1.54K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.5K- 73.05% |
$607K - $728K
|
6.46K
$227K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.75KClosed |
$199K - $239K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.9K- 15.92% |
$376K - $451K
|
57.4K
$2.01M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.35KClosed |
$213K - $223K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-240Closed |
$9.53K - $10K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-16- 0.32% |
$635 - $667
|
5K
$175K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.21KClosed |
$202K - $217K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-314Closed |
$12.2K - $13.1K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$3.89K - $4.17K
|
100
$3.51K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$148 - $161
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-26.9KClosed |
$999K - $1.08M
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-469Closed |
$16.3K - $17.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.95KClosed |
$103K - $109K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-8.54KClosed |
$297K - $317K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-881Closed |
$30.6K - $32.7K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
New Square Capital LLC
|
SELL
|
- |
-15Closed |
$521 - $556
|
0
$0
|
|