Latest Institutional Purchases of Wisdomtree Tr Managed Futures (WTMF)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Managed Futures (WTMF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.8KNew |
$454K - $488K
|
13.8K
$486K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.34K - $4.67K
|
132
$4.66K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3K+ 215.45% |
$1.3M - $1.36M
|
56.1K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.5K+ 15.85% |
$1.24M - $1.3M
|
267K
$9.42M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.2KNew |
$1.13M - $1.18M
|
33.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.6K+ 238.82% |
$1.11M - $1.16M
|
46.2K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 55.87% |
$1.05M - $1.1M
|
86.5K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
26.1KNew |
$886K - $929K
|
26.1K
$920K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 50.34% |
$420K - $441K
|
37K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8KNew |
$402K - $422K
|
11.8K
$417K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.33KNew |
$283K - $297K
|
8.33K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
8K+ 15.83% |
$271K - $285K
|
58.5K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.94KNew |
$235K - $247K
|
6.94K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.52KNew |
$221K - $232K
|
6.52K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.22KNew |
$211K - $221K
|
6.22K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.51K+ 42.77% |
$153K - $161K
|
15K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.22K+ 54.3% |
$143K - $150K
|
12K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.97K+ 22.11% |
$135K - $141K
|
21.9K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.49K+ 15.07% |
$118K - $124K
|
26.6K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.37K+ 38.96% |
$114K - $120K
|
12K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.47K+ 4.33% |
$83.9K - $88.1K
|
59.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.22K+ 13.31% |
$75.4K - $79.1K
|
18.9K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.79K+ 22.62% |
$60.6K - $63.6K
|
9.68K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 6.47% |
$52.8K - $55.4K
|
25.6K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.46KNew |
$49.6K - $52K
|
1.46K
$51.5K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44K+ 9.51% |
$48.8K - $51.3K
|
16.6K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4K+ 2.4% |
$47.3K - $49.7K
|
59.5K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
881New |
$29.9K - $31.4K
|
881
$31.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
103New |
$3.5K - $3.67K
|
103
$3.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
69+ 0.09% |
$2.34K - $2.46K
|
76.4K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
60+ 0.46% |
$2.04K - $2.14K
|
13.2K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
25New |
$849 - $890
|
25
$882
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 10.34% |
$204 - $214
|
64
$2.26K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
59KNew |
$2.04M - $2.18M
|
59K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.9KNew |
$687K - $735K
|
19.9K
$700K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.5KNew |
$607K - $649K
|
17.5K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.6KNew |
$228K - $244K
|
6.6K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$227K - $243K
|
6.57K
$232K
|
|
|
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
|
|
|
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 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
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25New |
$865 - $925
|
25
$882
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 3.87% |
$208 - $222
|
161
$5.68K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
25.8KNew |
$895K - $950K
|
25.8K
$910K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.9KNew |
$413K - $439K
|
11.9K
$420K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.3KNew |
$219K - $232K
|
6.3K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.5KNew |
$156K - $166K
|
4.5K
$159K
|
|