Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q2 2023. 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 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
356K+ 369.31% |
$11.8M - $12.5M
|
452K
$16M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
177KNew |
$5.88M - $6.22M
|
177K
$6.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
56.2KNew |
$1.87M - $1.97M
|
56.2K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6KNew |
$1.28M - $1.36M
|
38.6K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.3K+ 2.06% |
$907K - $958K
|
1.35M
$48.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
13.4KNew |
$444K - $469K
|
13.4K
$474K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.3K+ 24.16% |
$374K - $395K
|
57.8K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$345K - $364K
|
10.4K
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.89K+ 37.37% |
$329K - $347K
|
36.4K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.35KNew |
$211K - $223K
|
6.35K
$226K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.21KNew |
$206K - $218K
|
6.21K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.82K+ 2.34% |
$127K - $134K
|
167K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.58K+ 2.65% |
$119K - $126K
|
139K
$4.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.22K+ 15.2% |
$107K - $113K
|
24.4K
$866K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.82K+ 3.92% |
$93.7K - $99K
|
74.8K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.24K+ 4.56% |
$74.4K - $78.6K
|
51.3K
$1.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.76K+ 1.64% |
$58.5K - $61.8K
|
109K
$3.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.17K+ 4.41% |
$38.8K - $41K
|
27.7K
$983K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.12K+ 3.43% |
$37.2K - $39.3K
|
33.8K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.12K+ 5.75% |
$37.2K - $39.3K
|
20.6K
$731K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.12KNew |
$37.1K - $39.1K
|
1.12K
$39.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
721+ 1.83% |
$24K - $25.3K
|
40K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 725.81% |
$7.48K - $7.9K
|
256
$9.09K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
154+ 1.09% |
$5.12K - $5.41K
|
14.3K
$509K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
133+ 13.63% |
$4.42K - $4.67K
|
1.11K
$39.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
48+ 0.26% |
$1.6K - $1.69K
|
18.7K
$665K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
30New |
$997 - $1.05K
|
30
$1.07K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-177- 3.09% |
$5.88K - $6.21K
|
5.55K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-266- 69.63% |
$8.84K - $9.34K
|
116
$4.12K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-607- 3.19% |
$20.2K - $21.3K
|
18.4K
$654K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.07K- 8.65% |
$35.5K - $37.5K
|
11.3K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.57K- 1.9% |
$85.2K - $90.1K
|
133K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.49K- 18.2% |
$116K - $123K
|
15.7K
$557K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.46K- 4.51% |
$148K - $156K
|
94.4K
$3.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.32K- 17.24% |
$177K - $187K
|
25.6K
$908K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-9.82K- 20.46% |
$326K - $345K
|
38.2K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-18.9K- 14.77% |
$628K - $664K
|
109K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-57.1K- 29.89% |
$1.9M - $2.01M
|
134K
$4.76M
|