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 60 institutions that hold shares in the stock, with a total of 4.93 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
33,300
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,646
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2023
Added 171.66%
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
28,991
shares
|
$1.03 Million
0.77% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
27,507
shares
|
$981,724
0.35% of portfolio
|
Q3 2024
Added 12.33%
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
25,803
shares
|
$920,909
0.06% of portfolio
|
Q3 2024
New holding
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,671
shares
|
$844,817
0.01% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
23,097
shares
|
$824,331
0.0% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
18,441
shares
|
$658,159
0.04% of portfolio
|
Q2 2024
Reduced 16.18%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
16,767
shares
|
$598,414
0.09% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
16,407
shares
|
$585,565
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,870
shares
|
$566,400
0.02% of portfolio
|
Q3 2022
Added 41.56%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
14,614
shares
|
$521,573
0.43% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,918
shares
|
$425,353
0.03% of portfolio
|
Q3 2024
New holding
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,563
shares
|
$341,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
9,088
shares
|
$324,350
0.0% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,944
shares
|
$283,521
0.0% of portfolio
|
Q2 2024
Added 207.91%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
6,760
shares
|
$241,264
0.04% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,043
shares
|
$215,674
0.09% of portfolio
|
Q3 2024
Reduced 65.26%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,958
shares
|
$212,641
0.01% of portfolio
|
Q2 2024
Added 25.19%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$198,079
0.05% of portfolio
|
Q1 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$178,378
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,931
shares
|
$140,297
0.0% of portfolio
|
Q2 2024
Added 18.47%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
3,600
shares
|
$128,483
0.01% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
2,673
shares
|
$95,399
0.01% of portfolio
|
Q2 2024
Added 0.87%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,099
shares
|
$74,913
0.01% of portfolio
|
Q2 2024
New holding
|