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 70 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $182 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
|
$1.17 Million
0.38% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
32,257
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,646
shares
|
$1.08 Million
0.47% of portfolio
|
Q3 2023
Added 171.66%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
28,991
shares
|
$1.02 Million
0.77% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
27,507
shares
|
$970,446
0.35% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
25,803
shares
|
$910,329
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,671
shares
|
$835,112
0.01% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
21,164
shares
|
$746,665
0.0% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
17,360
shares
|
$612,460
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,407
shares
|
$578,838
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
16,040
shares
|
$565,891
0.08% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,870
shares
|
$559,893
0.02% of portfolio
|
Q3 2022
Added 41.56%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
15,516
shares
|
$547,404
0.03% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
14,659
shares
|
$517,169
0.14% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
14,521
shares
|
$512,300
0.38% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
12,523
shares
|
$441,811
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
11,918
shares
|
$420,467
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
9,563
shares
|
$337,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,807
shares
|
$275,430
0.01% of portfolio
|
Q3 2024
Added 31.03%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
6,849
shares
|
$241,632
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
6,760
shares
|
$238,492
0.04% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,300
shares
|
$222,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,043
shares
|
$213,197
0.09% of portfolio
|
Q3 2024
Reduced 65.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$195,804
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$176,329
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|