Purchases and Sales Made in Q3 2021 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.35MNew |
$53.6M - $56.2M
|
1.35M
$47.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
119K+ 2083.41% |
$4.74M - $4.97M
|
125K
$4.39M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
68.2KNew |
$2.71M - $2.85M
|
68.2K
$2.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.5K+ 89.03% |
$2.64M - $2.77M
|
141K
$4.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.5KNew |
$1.57M - $1.65M
|
39.5K
$1.39M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9K+ 182.15% |
$512K - $538K
|
20K
$701K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.77KNew |
$229K - $241K
|
5.77K
$202K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.49K+ 41.12% |
$218K - $229K
|
18.9K
$662K
|
|
|
Jan 12, 2024
Q3 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.35K+ 0.72% |
$133K - $140K
|
468K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.77K+ 8.75% |
$70.4K - $74K
|
22K
$774K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.41K+ 1.67% |
$56K - $58.8K
|
85.7K
$3.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
356+ 1.75% |
$14.1K - $14.8K
|
20.7K
$727K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
356+ 5.47% |
$14.1K - $14.8K
|
6.87K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
217+ 0.21% |
$8.62K - $9.05K
|
103K
$3.6M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
110New |
$4.37K - $4.59K
|
110
$3.86K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100New |
$3.97K - $4.17K
|
100
$3.51K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 3.1% |
$1.99K - $2.09K
|
1.66K
$58.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$79.4 - $83.4
|
94.1K
$3.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-16- 0.32% |
$635 - $667
|
5K
$175K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25- 0.67% |
$993 - $1.04K
|
3.7K
$130K
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-42- 0.03% |
$1.67K - $1.75K
|
134K
$4.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-152- 1.61% |
$6.04K - $6.34K
|
9.3K
$326K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-239- 0.99% |
$9.49K - $9.97K
|
24K
$842K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-240Closed |
$9.53K - $10K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-613- 8.03% |
$24.3K - $25.6K
|
7.03K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-788- 7.69% |
$31.3K - $32.9K
|
9.46K
$332K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.87KClosed |
$74.1K - $77.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.28K- 13.03% |
$130K - $137K
|
21.9K
$767K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.02K- 33.05% |
$160K - $168K
|
8.15K
$286K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.35KClosed |
$213K - $223K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.61K- 5.23% |
$342K - $359K
|
156K
$5.47M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39.8KClosed |
$1.58M - $1.66M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-40.4K- 78.08% |
$1.6M - $1.68M
|
11.3K
$398K
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-117K- 93.88% |
$4.66M - $4.89M
|
7.65K
$268K
|