Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
75.8KNew |
$2.61M - $2.7M
|
75.8K
$2.68M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 4.19% |
$1.95M - $2.02M
|
1.41M
$49.8M
|
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
36.4K+ 272.33% |
$1.25M - $1.29M
|
49.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31KNew |
$1.07M - $1.1M
|
31K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
23.2KNew |
$798K - $823K
|
23.2K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 13.48% |
$777K - $801K
|
190K
$6.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
20.5K+ 11.58% |
$707K - $729K
|
198K
$6.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
19.4K+ 171.66% |
$668K - $689K
|
30.6K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.1KNew |
$556K - $573K
|
16.1K
$569K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6KNew |
$538K - $554K
|
15.6K
$550K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
9.29KNew |
$320K - $330K
|
9.29K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.79K+ 15.19% |
$303K - $312K
|
66.6K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.97K+ 6.01% |
$275K - $283K
|
141K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.9K+ 4.26% |
$204K - $210K
|
145K
$5.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.43K+ 14.08% |
$118K - $122K
|
27.8K
$981K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.65K+ 25.98% |
$56.9K - $58.7K
|
8K
$282K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.02K+ 2.54% |
$35.1K - $36.2K
|
41.1K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
937+ 3.67% |
$32.3K - $33.3K
|
26.5K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
748+ 13.48% |
$25.8K - $26.6K
|
6.3K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
684+ 61.35% |
$23.6K - $24.3K
|
1.8K
$63.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
430New |
$14.8K - $15.3K
|
430
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$6.9K - $7.11K
|
200
$7.06K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
40+ 3.61% |
$1.38K - $1.42K
|
1.15K
$40.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
8New |
$276 - $284
|
8
$282
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-211- 1.02% |
$7.28K - $7.5K
|
20.4K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-225- 87.89% |
$7.76K - $8K
|
31
$1.09K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-291- 0.57% |
$10K - $10.3K
|
51K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-296- 4.77% |
$10.2K - $10.5K
|
5.91K
$209K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-542- 2.94% |
$18.7K - $19.3K
|
17.9K
$630K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-608- 1.08% |
$21K - $21.6K
|
55.6K
$1.96M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-770- 5.37% |
$26.5K - $27.4K
|
13.6K
$479K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.12K- 3.32% |
$38.6K - $39.8K
|
32.6K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.91K- 10.19% |
$65.8K - $67.8K
|
16.8K
$593K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.29K- 3.06% |
$79K - $81.5K
|
72.6K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.02K- 5.32% |
$173K - $179K
|
89.4K
$3.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.1K- 11.07% |
$417K - $430K
|
97.1K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.4K- 15.01% |
$566K - $584K
|
93K
$3.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-17.7K- 46.36% |
$610K - $629K
|
20.5K
$723K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 76.46% |
$958K - $988K
|
8.56K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-31.2K- 6.91% |
$1.08M - $1.11M
|
421K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.5K- 81.51% |
$1.09M - $1.12M
|
7.14K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-81.7K- 60.95% |
$2.82M - $2.9M
|
52.3K
$1.85M
|