Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
357K+ 31.68% |
$11.9M - $12.6M
|
1.48M
$53M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
345KNew |
$11.5M - $12.2M
|
345K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
290KNew |
$9.7M - $10.2M
|
290K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
241KNew |
$8.07M - $8.5M
|
241K
$8.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
75.5K+ 556.05% |
$2.53M - $2.66M
|
89K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
74.3K+ 362.63% |
$2.49M - $2.62M
|
94.8K
$3.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.2K+ 5.12% |
$2.42M - $2.55M
|
1.48M
$53M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
43.9K+ 47.18% |
$1.47M - $1.55M
|
137K
$4.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
37.1K+ 134.01% |
$1.24M - $1.31M
|
64.7K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
34.2K+ 7943.95% |
$1.14M - $1.2M
|
34.6K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 73.56% |
$763K - $803K
|
53.7K
$1.92M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$449K - $473K
|
13.4K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2KNew |
$409K - $430K
|
12.2K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 5.67% |
$360K - $379K
|
201K
$7.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$351K - $369K
|
10.5K
$375K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.43K+ 9.66% |
$215K - $227K
|
73K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.15KNew |
$206K - $217K
|
6.15K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.19K+ 15.08% |
$140K - $148K
|
32K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.49KNew |
$83.4K - $87.8K
|
2.49K
$89K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.3K+ 14.25% |
$77K - $81K
|
18.4K
$658K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.28KNew |
$76.4K - $80.5K
|
2.28K
$81.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.62KNew |
$54.4K - $57.2K
|
1.62K
$58K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.45K+ 1.03% |
$48.6K - $51.1K
|
142K
$5.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.35KNew |
$45.2K - $47.6K
|
1.35K
$48.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.05K+ 13.13% |
$35.2K - $37K
|
9.05K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
772+ 4.95% |
$25.9K - $27.2K
|
16.4K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
566+ 1.73% |
$19K - $20K
|
33.2K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
428+ 0.86% |
$14.3K - $15.1K
|
50.2K
$1.79M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
398+ 1.95% |
$13.3K - $14K
|
20.8K
$743K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
289+ 4.89% |
$9.68K - $10.2K
|
6.2K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
65New |
$2.18K - $2.29K
|
65
$2.32K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
62+ 0.37% |
$2.08K - $2.19K
|
16.9K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
58New |
$1.94K - $2.05K
|
58
$2.07K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
36New |
$1.21K - $1.27K
|
36
$1.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-20- 66.67% |
$670 - $705
|
10
$358
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-158- 8.78% |
$5.29K - $5.57K
|
1.64K
$58.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-174- 0.18% |
$5.83K - $6.14K
|
96.9K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-694- 1.36% |
$23.2K - $24.5K
|
50.3K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.03K- 5.76% |
$34.5K - $36.3K
|
16.8K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.34K- 1.84% |
$44.7K - $47.1K
|
71.2K
$2.55M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.56K- 1.08% |
$52.2K - $55K
|
143K
$5.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.03K- 7.67% |
$68K - $71.6K
|
24.5K
$875K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.42K- 10.45% |
$81K - $85.3K
|
20.7K
$741K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.66K- 6.47% |
$88.9K - $93.7K
|
38.4K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.87K- 33.47% |
$95.9K - $101K
|
5.69K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-2.88K- 31.01% |
$96.5K - $102K
|
6.41K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.02K- 47.98% |
$101K - $107K
|
3.28K
$117K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.81K- 6.35% |
$161K - $170K
|
71K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.02K- 6.74% |
$202K - $212K
|
83.4K
$2.98M
|