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 79 institutions that hold shares in the stock, with a total of 4.42 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,897
shares
|
$271,104
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
7,771
shares
|
$266,778
0.05% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
6,760
shares
|
$232,070
0.04% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
6,604
shares
|
$226,715
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,573
shares
|
$225,651
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,152
shares
|
$211,198
0.08% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$190,531
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$171,581
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,124
shares
|
$141,576
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,889
shares
|
$133,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
3,880
shares
|
$133,200
0.01% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,264
shares
|
$112,053
0.01% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,200
shares
|
$75,526
0.0% of portfolio
|
Q4 2024
Added 72.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,074
shares
|
$71,200
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,823
shares
|
$62,583
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,608
shares
|
$55,202
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,397
shares
|
$47,959
0.01% of portfolio
|
Q4 2024
Added 79.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,063
shares
|
$36,492
0.0% of portfolio
|
Q4 2024
Reduced 97.94%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
605
shares
|
$20,769
0.0% of portfolio
|
Q4 2024
Added 48.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
205
shares
|
$7,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
161
shares
|
$5,527
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
132
shares
|
$4,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
58
shares
|
$1,991
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$1,064
0.0% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
25
shares
|
$858
0.0% of portfolio
|
Q4 2024
New holding
|