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, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-50Closed |
$1.72K - $1.84K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jul 20, 2020
Q1 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.4KClosed |
$476K - $501K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-43Closed |
$1.52K - $1.6K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.11KClosed |
$39.2K - $41.2K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.8KClosed |
$524K - $551K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.4KClosed |
$438K - $461K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-14.7KClosed |
$521K - $548K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-37.2KClosed |
$1.32M - $1.39M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
SELL
|
- |
-76KClosed |
$2.69M - $2.83M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Rockland Trust CO
|
SELL
|
- |
-5.44KClosed |
$193K - $203K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-56.7KClosed |
$2.1M - $2.17M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.76KClosed |
$287K - $297K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Lincoln National Corp
|
SELL
|
- |
-21.2KClosed |
$783K - $810K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-147KClosed |
$5.43M - $5.62M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-7.69KClosed |
$284K - $294K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-26Closed |
$988 - $1.01K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75Closed |
$2.85K - $2.92K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Crewe Advisors LLC
|
SELL
|
- |
-1.05KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-401Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-5.63KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$35.8
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Newfound Research LLC
|
SELL
|
- |
-93Closed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-101Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Sage Financial Group Inc
|
SELL
|
- |
-32.9KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.67KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-133Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-62.1KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.7KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.59KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Mar 24, 2023
Q3 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$48.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$45.4K
|
|
|
Nov 13, 2018
Q3 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.3K- 11.25% |
N/A
|
34K
$1.21M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
943New |
N/A
|
943
$33.7K
|
|
|
Aug 14, 2018
Q2 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-8.45KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-183Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
399New |
N/A
|
399
$14.3K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$35.8
|
|
|
Nov 13, 2017
Q3 2017
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
124New |
N/A
|
124
$4.43K
|
|
| Q1 2017 | |||||||
|
May 07, 2020
Q1 2017
|
Royal Fund Management, LLC
|
SELL
|
- |
-59Closed |
N/A
|
0
$0
|
|