Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.26K- 2.41% |
$147K - $158K
|
172K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.28K- 3.92% |
$217K - $232K
|
154K
$5.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.12K- 11.79% |
$246K - $263K
|
53.3K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-7.12K- 22.08% |
$246K - $263K
|
25.1K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.1K- 55.4% |
$764K - $816K
|
17.8K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-24.1K- 72.46% |
$835K - $893K
|
9.17K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43K- 49.75% |
$1.49M - $1.59M
|
43.4K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-50.4K- 97.94% |
$1.75M - $1.87M
|
1.06K
$37.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-58K- 48.41% |
$2.01M - $2.15M
|
61.8K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-201K- 93.97% |
$6.97M - $7.45M
|
12.9K
$453K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-269K- 95.18% |
$9.32M - $9.96M
|
13.6K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-495K- 90.83% |
$17.1M - $18.3M
|
50K
$1.75M
|