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 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.41K+ 137.66% |
$230K - $240K
|
11.1K
$379K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.74K - $4.95K
|
132
$4.52K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
75New |
$2.69K - $2.81K
|
75
$2.57K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.31KNew |
$218K - $236K
|
6.31K
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.55KNew |
$192K - $208K
|
5.55K
$190K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
250+ 2.76% |
$8.66K - $9.38K
|
9.3K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
113New |
$3.91K - $4.24K
|
113
$3.87K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76New |
$2.63K - $2.85K
|
76
$2.6K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$449K - $473K
|
13.4K
$459K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$351K - $369K
|
10.5K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.49KNew |
$83.4K - $87.8K
|
2.49K
$85.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
65New |
$2.18K - $2.29K
|
65
$2.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$1.94K - $2.05K
|
58
$1.99K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 171.66% |
$668K - $689K
|
30.6K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
8New |
$276 - $284
|
8
$274
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56.9K+ 96510.17% |
$1.8M - $1.91M
|
57K
$1.95M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.63M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
7.72K+ 6.05% |
$244K - $259K
|
135K
$4.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
5.67KNew |
$179K - $190K
|
5.67K
$194K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
128New |
$4.04K - $4.3K
|
128
$4.38K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.57K+ 4.02% |
$112K - $125K
|
92.4K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$38.2K - $42.4K
|
2.43K
$83.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
98New |
$3.09K - $3.42K
|
98
$3.36K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33New |
$1.04K - $1.15K
|
33
$1.13K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.69KNew |
$229K - $238K
|
6.69K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.66K+ 41.56% |
$160K - $166K
|
15.9K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.56% |
$34.2 - $35.6
|
181
$6.2K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
87.1KNew |
$3.06M - $3.18M
|
87.1K
$2.98M
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
37.6KNew |
$1.32M - $1.37M
|
37.6K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.91KNew |
$348K - $361K
|
9.91K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.49K+ 40.08% |
$193K - $200K
|
19.2K
$657K
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
100New |
$3.89K - $4.17K
|
100
$3.42K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$34.2
|
|
| Q3 2018 | |||||||
|
Mar 24, 2023
Q3 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$46.9K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.27KNew |
N/A
|
1.27K
$43.5K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
943New |
N/A
|
943
$32.3K
|
|
| Q4 2017 | |||||||
|
Jan 12, 2018
Q4 2017
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
399New |
N/A
|
399
$13.7K
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
124New |
N/A
|
124
$4.25K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$34.2
|
|