Institutional Ownership Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 4.4 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,214,526
shares
|
$41.6 Million
0.0% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
510,539
shares
|
$17.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
309,653
shares
|
$10.6 Million
2.76% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
267,080
shares
|
$9.14 Million
2.64% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
172,198
shares
|
$5.9 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
153,756
shares
|
$5.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
153,267
shares
|
$5.25 Million
0.0% of portfolio
|
Q4 2024
Added 59.27%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$4.63 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
86,482
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Added 55.87%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
76,417
shares
|
$2.62 Million
1.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
74,212
shares
|
$2.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
72,931
shares
|
$2.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
62,312
shares
|
$2.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
58,152
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,237
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,052
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Added 215.45%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
54,211
shares
|
$1.86 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
50,543
shares
|
$1.73 Million
0.05% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
49,972
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
47,592
shares
|
$1.63 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
45,366
shares
|
$1.55 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
45,229
shares
|
$1.55 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
43,449
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,113
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
37,390
shares
|
$1.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 39.52%
|