Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
128KNew |
$4.02M - $4.45M
|
128K
$4.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
120K+ 625.0% |
$3.77M - $4.18M
|
139K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
111K+ 704.03% |
$3.5M - $3.88M
|
127K
$4.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
98.9K+ 346.07% |
$3.12M - $3.46M
|
128K
$4.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.3K+ 59.62% |
$1.33M - $1.48M
|
113K
$4M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
33K+ 474.52% |
$1.04M - $1.15M
|
40K
$1.41M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
30.7KNew |
$966K - $1.07M
|
30.7K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 45.39% |
$734K - $814K
|
74.7K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1KNew |
$411K - $456K
|
13.1K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 58.92% |
$336K - $373K
|
28.8K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
7.75K+ 6.05% |
$244K - $271K
|
136K
$4.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.98K+ 18.77% |
$220K - $244K
|
44.1K
$1.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.88KNew |
$217K - $240K
|
6.88K
$243K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.98K+ 12.87% |
$157K - $174K
|
43.7K
$1.54M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
4.09K+ 28.01% |
$129K - $143K
|
18.7K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.57K+ 4.02% |
$112K - $125K
|
92.4K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.54K+ 3.99% |
$112K - $124K
|
92.4K
$3.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.62KNew |
$82.5K - $91.4K
|
2.62K
$92.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.31K+ 5.18% |
$72.7K - $80.6K
|
46.9K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 56.22% |
$68.5K - $76K
|
6.04K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 1.22% |
$50.7K - $56.2K
|
134K
$4.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.28K+ 5.08% |
$40.4K - $44.7K
|
26.5K
$935K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.21K+ 100.0% |
$38.2K - $42.4K
|
2.43K
$85.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1K+ 8.0% |
$31.5K - $35K
|
13.5K
$477K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
929+ 3.0% |
$29.3K - $32.4K
|
31.9K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
740+ 4.23% |
$23.3K - $25.8K
|
18.2K
$643K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
527+ 2.82% |
$16.6K - $18.4K
|
19.2K
$677K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
382New |
$12K - $13.3K
|
382
$13.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
317+ 2.78% |
$9.99K - $11.1K
|
11.7K
$414K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
98New |
$3.09K - $3.42K
|
98
$3.46K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
71New |
$2.24K - $2.48K
|
71
$2.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33New |
$1.04K - $1.15K
|
33
$1.16K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
20+ 2.15% |
$630 - $699
|
952
$33.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-186- 0.15% |
$5.86K - $6.5K
|
121K
$4.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-377Closed |
$11.9K - $13.2K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-435- 87.0% |
$13.7K - $15.2K
|
65
$2.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-527- 8.61% |
$16.6K - $18.4K
|
5.6K
$197K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-828- 6.54% |
$26.1K - $28.9K
|
11.8K
$418K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.91K- 3.23% |
$60.1K - $66.6K
|
57.1K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.91K- 3.0% |
$91.5K - $102K
|
94.1K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-5.77K- 6.41% |
$182K - $202K
|
84.3K
$2.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.77K- 54.89% |
$308K - $341K
|
8.03K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.3K- 2.06% |
$923K - $1.02M
|
1.39M
$49.1M
|