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 83 institutions that hold shares in the stock, with a total of 4.17 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
26,632
shares
|
$979,258
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,682
shares
|
$944,327
0.0% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
25,336
shares
|
$931,604
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,999
shares
|
$808,903
0.0% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
20,734
shares
|
$762,389
0.33% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
17,075
shares
|
$627,847
0.0% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
16,037
shares
|
$589,680
0.36% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,870
shares
|
$583,539
0.02% of portfolio
|
Q3 2022
Added 41.56%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
15,579
shares
|
$572,839
0.07% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
15,247
shares
|
$560,632
0.0% of portfolio
|
Q2 2025
Reduced 81.54%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,050
shares
|
$553,388
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
14,732
shares
|
$541,695
0.09% of portfolio
|
Q2 2025
Reduced 69.05%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
14,551
shares
|
$535,040
0.16% of portfolio
|
Q2 2025
Added 10.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,278
shares
|
$525,002
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
13,790
shares
|
$507,058
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
12,977
shares
|
$477,164
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
12,921
shares
|
$475,105
0.18% of portfolio
|
Q4 2024
Reduced 93.97%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,448
shares
|
$457,712
0.0% of portfolio
|
Q2 2025
Reduced 82.34%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
12,237
shares
|
$449,954
0.09% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,928
shares
|
$438,592
0.1% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
11,758
shares
|
$432,341
0.1% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
11,756
shares
|
$432,268
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
11,373
shares
|
$418,185
0.26% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,295
shares
|
$415,317
0.0% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,984
shares
|
$403,881
0.01% of portfolio
|
Q2 2025
Added 13.44%
|