Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
122KNew |
$4.16M - $4.32M
|
122K
$4.27M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.8K+ 177.22% |
$1.12M - $1.17M
|
51.4K
$1.8M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
30K+ 344.79% |
$1.03M - $1.07M
|
38.7K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.6K+ 333.29% |
$979K - $1.02M
|
37.2K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$541K - $561K
|
15.8K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 26.32% |
$506K - $526K
|
71K
$2.49M
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
14.6KNew |
$500K - $519K
|
14.6K
$512K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.69KNew |
$229K - $238K
|
6.69K
$235K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.66K+ 41.56% |
$160K - $166K
|
15.9K
$557K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.96K+ 26.1% |
$136K - $141K
|
19.1K
$672K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.09K+ 20.09% |
$71.7K - $74.4K
|
12.5K
$439K
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.07K+ 19.49% |
$70.7K - $73.4K
|
12.7K
$445K
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.82K+ 6.25% |
$62.3K - $64.7K
|
30.9K
$1.09M
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.62K+ 2.81% |
$55.3K - $57.4K
|
59K
$2.07M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.29K+ 2.98% |
$44.1K - $45.8K
|
44.6K
$1.56M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 0.98% |
$44K - $45.7K
|
132K
$4.64M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
946+ 5.51% |
$32.4K - $33.6K
|
18.1K
$636K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
890+ 1.01% |
$30.5K - $31.6K
|
88.8K
$3.12M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
377New |
$12.9K - $13.4K
|
377
$13.2K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
371+ 10.61% |
$12.7K - $13.2K
|
3.87K
$136K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
304+ 1.77% |
$10.4K - $10.8K
|
17.5K
$613K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
42+ 4.72% |
$1.44K - $1.49K
|
932
$32.7K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 0.6% |
$103 - $107
|
500
$17.6K
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.56% |
$34.2 - $35.6
|
181
$6.35K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 11.28% |
$514 - $533
|
118
$4.14K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-223- 18.8% |
$7.64K - $7.93K
|
963
$33.8K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-362- 22.98% |
$12.4K - $12.9K
|
1.21K
$42.6K
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-431- 1.45% |
$14.8K - $15.3K
|
29.2K
$1.03M
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-583- 4.86% |
$20K - $20.7K
|
11.4K
$400K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-658- 1.51% |
$22.5K - $23.4K
|
42.8K
$1.5M
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-1K- 0.78% |
$34.3K - $35.6K
|
128K
$4.5M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.28K- 6.71% |
$43.9K - $45.5K
|
17.8K
$625K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.87K- 31.9% |
$98.2K - $102K
|
6.12K
$215K
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-5.14K- 15.23% |
$176K - $183K
|
28.6K
$1M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.07K- 24.55% |
$208K - $216K
|
18.7K
$655K
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.23K- 6.56% |
$213K - $222K
|
88.8K
$3.12M
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-19.5K- 73.71% |
$668K - $694K
|
6.96K
$244K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-31.1K- 25.66% |
$1.06M - $1.1M
|
90K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 8.16% |
$4.32M - $4.48M
|
1.42M
$49.9M
|