Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR MANAGED FUTURES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
113K+ 1269.23% |
$3.87M - $4.29M
|
122K
$4.32M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
112K+ 8.2% |
$3.83M - $4.25M
|
1.48M
$52.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
28.1KNew |
$959K - $1.06M
|
28.1K
$991K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.8K+ 170.75% |
$642K - $712K
|
29.8K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
18.4K+ 135.93% |
$626K - $695K
|
31.9K
$1.12M
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
15.8KNew |
$541K - $600K
|
15.8K
$559K
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
13.8K+ 10.51% |
$470K - $522K
|
145K
$5.11M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.7KNew |
$467K - $519K
|
13.7K
$483K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.9K+ 103.73% |
$372K - $413K
|
21.4K
$755K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.34K+ 10.22% |
$319K - $354K
|
101K
$3.56M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.03K+ 37.24% |
$308K - $342K
|
33.3K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.01K+ 25.32% |
$273K - $303K
|
39.6K
$1.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.6KNew |
$259K - $288K
|
7.6K
$268K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.21K+ 16.93% |
$246K - $273K
|
49.8K
$1.76M
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.07K+ 63.42% |
$207K - $230K
|
15.6K
$552K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.02K+ 47.29% |
$171K - $190K
|
15.6K
$552K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.84K+ 3.99% |
$165K - $183K
|
126K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 6.57% |
$102K - $113K
|
48.5K
$1.71M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.69K+ 3.23% |
$57.6K - $63.9K
|
53.9K
$1.9M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.63K+ 23.25% |
$55.7K - $61.8K
|
8.66K
$305K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 7.3% |
$47.7K - $52.9K
|
20.5K
$724K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 23.05% |
$45.3K - $50.3K
|
7.09K
$250K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 4.91% |
$41.5K - $46K
|
26K
$916K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
695+ 324.77% |
$23.7K - $26.3K
|
909
$32.1K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
497New |
$17K - $18.8K
|
497
$17.5K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
142New |
$4.85K - $5.38K
|
142
$5.01K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
40+ 34.48% |
$1.36K - $1.51K
|
156
$5.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
16New |
$546 - $606
|
16
$564
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4Closed |
$136 - $151
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$682 - $757
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-100Closed |
$3.41K - $3.79K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-100Closed |
$3.41K - $3.79K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-298- 1.73% |
$10.2K - $11.3K
|
16.9K
$597K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-352Closed |
$12K - $13.3K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-478- 4.01% |
$16.3K - $18.1K
|
11.5K
$404K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.04K- 7.07% |
$35.5K - $39.4K
|
13.7K
$482K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 0.86% |
$35.8K - $39.7K
|
121K
$4.28M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.49K- 1.62% |
$50.8K - $56.4K
|
90.3K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.73K- 84.69% |
$58.9K - $65.3K
|
312
$11K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.96K- 31.28% |
$169K - $188K
|
10.9K
$385K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.88KClosed |
$235K - $260K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.1K- 52.82% |
$685K - $760K
|
17.9K
$632K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-25.5K- 14.85% |
$871K - $966K
|
146K
$5.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-52.3K- 67.96% |
$1.78M - $1.98M
|
24.6K
$869K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65.3K- 4.22% |
$2.23M - $2.47M
|
1.48M
$52.3M
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
SELL
|
- |
-476K- 84.49% |
$16.2M - $18M
|
87.4K
$3.08M
|