Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
87.1KNew |
$3.06M - $3.18M
|
87.1K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.3K+ 4.41% |
$2.29M - $2.38M
|
1.55M
$55.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.3K+ 4.41% |
$2.29M - $2.38M
|
1.55M
$55.3M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.2K+ 213.35% |
$1.34M - $1.39M
|
56.2K
$2.01M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
37.6KNew |
$1.32M - $1.37M
|
37.6K
$1.35M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$394K - $409K
|
11.2K
$401K
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
10.6KNew |
$372K - $387K
|
10.6K
$379K
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
9.91KNew |
$348K - $361K
|
9.91K
$354K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.7KNew |
$306K - $317K
|
8.7K
$311K
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.7K+ 35.97% |
$270K - $281K
|
29.1K
$1.04M
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.67K+ 15.41% |
$269K - $280K
|
57.4K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.49K+ 40.08% |
$193K - $200K
|
19.2K
$686K
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
4.71K+ 3.74% |
$165K - $172K
|
131K
$4.68M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.27K+ 39.2% |
$150K - $156K
|
15.2K
$542K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.66K+ 9.23% |
$128K - $133K
|
43.3K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.89K+ 18.46% |
$101K - $105K
|
18.5K
$662K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 37.13% |
$99.1K - $103K
|
10.4K
$373K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.16K+ 12.79% |
$76K - $78.9K
|
19.1K
$682K
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
1.88K+ 5.89% |
$65.8K - $68.4K
|
33.7K
$1.21M
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.56K+ 5.55% |
$54.8K - $56.9K
|
29.7K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 9.78% |
$53.7K - $55.8K
|
17.2K
$614K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
1.19KNew |
$41.6K - $43.2K
|
1.19K
$42.4K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
890New |
$31.2K - $32.4K
|
890
$31.8K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
666+ 73.27% |
$23.4K - $24.3K
|
1.58K
$56.3K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
497New |
$17.4K - $18.1K
|
497
$17.8K
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
24+ 15.38% |
$843 - $875
|
180
$6.44K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-9- 6.34% |
$316 - $328
|
133
$4.75K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-10Closed |
$351 - $365
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-16Closed |
$562 - $583
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80- 0.92% |
$2.81K - $2.92K
|
8.58K
$307K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-312Closed |
$11K - $11.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-497Closed |
$17.4K - $18.1K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-1.2K- 0.98% |
$42.2K - $43.8K
|
121K
$4.33M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.24K- 4.79% |
$43.7K - $45.4K
|
24.7K
$884K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.67K- 12.24% |
$58.7K - $61K
|
12K
$429K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.39K- 2.65% |
$83.9K - $87.1K
|
87.9K
$3.14M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.47K- 21.52% |
$86.6K - $89.9K
|
8.99K
$321K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.36K- 16.36% |
$118K - $122K
|
17.2K
$614K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.55K- 22.4% |
$125K - $129K
|
12.3K
$440K
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 50.69% |
$126K - $131K
|
3.5K
$125K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.78K- 3.75% |
$133K - $138K
|
97K
$3.47M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.01K- 10.33% |
$176K - $183K
|
43.5K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.06K- 24.23% |
$283K - $294K
|
25.2K
$901K
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-17.2K- 11.78% |
$605K - $629K
|
129K
$4.61M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.5K- 71.1% |
$615K - $639K
|
7.12K
$255K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.8KClosed |
$1.05M - $1.09M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.3K- 82.16% |
$1.55M - $1.61M
|
9.61K
$344K
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-49.8K- 34.4% |
$1.75M - $1.82M
|
95.1K
$3.4M
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-60.9K- 69.69% |
$2.14M - $2.22M
|
26.5K
$946K
|