Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q3 2025. 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 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 108.6% |
$450K - $485K
|
24.5K
$950K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6KNew |
$303K - $326K
|
8.6K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8K+ 58.01% |
$282K - $304K
|
21.8K
$844K
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7.68K+ 2.46% |
$271K - $291K
|
320K
$12.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.76K+ 2.13% |
$203K - $219K
|
276K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.45K+ 30.31% |
$122K - $131K
|
14.8K
$574K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.39K+ 11.87% |
$119K - $128K
|
31.9K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
386+ 2.48% |
$13.6K - $14.7K
|
16K
$618K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
316+ 9.13% |
$11.1K - $12K
|
3.78K
$146K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
62New |
$2.19K - $2.35K
|
62
$2.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42+ 1.9% |
$1.48K - $1.59K
|
2.25K
$87.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-34- 3.93% |
$1.2K - $1.29K
|
831
$32.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-90- 1.36% |
$3.17K - $3.42K
|
6.54K
$253K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-150- 3.59% |
$5.29K - $5.69K
|
4.03K
$156K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-414- 7.85% |
$14.6K - $15.7K
|
4.86K
$188K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.68K- 6.31% |
$94.5K - $102K
|
39.8K
$1.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-9.59K- 25.76% |
$338K - $364K
|
27.6K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-18.2K- 58.37% |
$641K - $690K
|
13K
$502K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.2K- 68.79% |
$961K - $1.03M
|
12.4K
$479K
|