Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
563KNew |
$19.5M - $23.4M
|
563K
$20.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
122KNew |
$4.24M - $5.08M
|
122K
$4.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
76.9KNew |
$2.66M - $3.19M
|
76.9K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.2KNew |
$1.81M - $2.17M
|
52.2K
$1.87M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
42.6KNew |
$1.47M - $1.77M
|
42.6K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.2K+ 1.5% |
$699K - $838K
|
1.37M
$48.9M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
18.6K+ 18.11% |
$644K - $772K
|
121K
$4.34M
|
|
|
Jan 12, 2024
Q4 2021
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
16.3K+ 3.47% |
$563K - $675K
|
484K
$17.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
16K+ 10.24% |
$552K - $663K
|
172K
$6.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
14.7KNew |
$509K - $611K
|
14.7K
$526K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
13.5KNew |
$467K - $561K
|
13.5K
$483K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.3K+ 178.62% |
$425K - $509K
|
19.1K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 58.2% |
$403K - $483K
|
31.6K
$1.13M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$364K - $436K
|
10.5K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.57KNew |
$331K - $398K
|
9.57K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.09K+ 7.11% |
$211K - $253K
|
91.8K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.98K+ 15.15% |
$207K - $249K
|
45.5K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.85K+ 84.08% |
$168K - $201K
|
10.6K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.1K+ 246.87% |
$142K - $170K
|
5.77K
$206K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.53K+ 17.04% |
$122K - $147K
|
24.2K
$867K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.89K+ 13.21% |
$100K - $120K
|
24.8K
$885K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 26.16% |
$85.7K - $103K
|
11.9K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.04KNew |
$70.6K - $84.6K
|
2.04K
$72.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
352New |
$12.2K - $14.6K
|
352
$12.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20New |
$692 - $831
|
20
$715
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
6+ 5.45% |
$208 - $249
|
116
$4.15K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4- 50.0% |
$138 - $166
|
4
$143
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-37Closed |
$1.28K - $1.54K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45Closed |
$1.56K - $1.87K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 28.88% |
$6.06K - $7.27K
|
431
$15.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-322- 2.84% |
$11.1K - $13.4K
|
11K
$394K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-368- 3.96% |
$12.7K - $15.3K
|
8.93K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-769- 10.06% |
$26.6K - $31.9K
|
6.88K
$246K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.64K- 8.69% |
$56.7K - $68.1K
|
17.2K
$615K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.69K- 2.86% |
$93.3K - $112K
|
91.4K
$3.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.76K- 2.06% |
$95.7K - $115K
|
131K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.7KClosed |
$128K - $154K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.75KClosed |
$199K - $239K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.18K- 28.02% |
$214K - $256K
|
15.9K
$567K
|
|
|
Feb 07, 2022
Q4 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.15KClosed |
$282K - $338K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.9K- 15.92% |
$376K - $451K
|
57.4K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-17.5K- 73.05% |
$607K - $728K
|
6.46K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103K- 73.1% |
$3.57M - $4.29M
|
38K
$1.36M
|