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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 76.14% |
$3.78M - $4.07M
|
266K
$9.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70K+ 558.07% |
$2.3M - $2.48M
|
82.6K
$2.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.2K+ 148.03% |
$1.62M - $1.74M
|
82.4K
$2.99M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.8K+ 4.11% |
$1.37M - $1.48M
|
1.06M
$38.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 37.89% |
$699K - $751K
|
77.3K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 144.82% |
$564K - $606K
|
29K
$1.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.8KNew |
$454K - $488K
|
13.8K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
13KNew |
$427K - $459K
|
13K
$470K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$387K - $416K
|
11.8K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.34KNew |
$308K - $331K
|
9.34K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.63KNew |
$218K - $234K
|
6.63K
$240K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
6.02KNew |
$198K - $213K
|
6.02K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.95K+ 71.43% |
$196K - $210K
|
14.3K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.75K+ 17.12% |
$124K - $133K
|
25.7K
$930K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.46KNew |
$114K - $122K
|
3.46K
$125K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.31K+ 1.24% |
$109K - $117K
|
270K
$9.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.13K+ 17.79% |
$103K - $111K
|
20.7K
$751K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.61K+ 7.07% |
$86K - $92.4K
|
39.6K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.42K+ 9.28% |
$79.7K - $85.7K
|
28.5K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 0.78% |
$79.5K - $85.5K
|
312K
$11.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 59.99% |
$65.1K - $70K
|
5.28K
$191K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 1.74% |
$49.4K - $53.1K
|
88K
$3.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.48K+ 1.03% |
$48.5K - $52.2K
|
145K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47K+ 9.41% |
$48.3K - $51.9K
|
17.1K
$619K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.4K+ 10.63% |
$46K - $49.5K
|
14.6K
$527K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 13.44% |
$42.8K - $46K
|
11K
$398K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.28K+ 356.11% |
$42.2K - $45.4K
|
1.64K
$59.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 20.38% |
$41.7K - $44.8K
|
7.49K
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.85% |
$35.7K - $38.4K
|
59.6K
$2.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
246+ 2.05% |
$8.1K - $8.7K
|
12.2K
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
222New |
$7.31K - $7.85K
|
222
$8.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
219+ 706.45% |
$7.21K - $7.75K
|
250
$9.06K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.34K - $4.67K
|
132
$4.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31+ 1.02% |
$1.02K - $1.1K
|
3.06K
$111K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
23+ 1.85% |
$757 - $814
|
1.27K
$45.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18+ 0.28% |
$592 - $637
|
6.54K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1New |
$32.9 - $35.4
|
1
$36.2
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$32.9 - $35.4
|
15.1K
$545K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.94KNew |
$235K - $247K
|
6.94K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.49K+ 15.07% |
$118K - $124K
|
26.6K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.46KNew |
$49.6K - $52K
|
1.46K
$52.9K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
103New |
$3.5K - $3.67K
|
103
$3.73K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
25New |
$849 - $890
|
25
$906
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 10.34% |
$204 - $214
|
64
$2.32K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.5KNew |
$607K - $649K
|
17.5K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$227K - $243K
|
6.57K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
4.32K+ 15.72% |
$150K - $160K
|
31.8K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.82KNew |
$63.1K - $67.4K
|
1.82K
$66K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
313New |
$10.8K - $11.6K
|
313
$11.3K
|
|