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 81 institutions that hold shares in the stock, with a total of 4.29 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,600
shares
|
$324,220
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
8,449
shares
|
$318,527
0.01% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
7,781
shares
|
$293,343
0.01% of portfolio
|
Q4 2025
Added 19.05%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,759
shares
|
$292,514
0.0% of portfolio
|
Q3 2025
Reduced 37.67%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
7,621
shares
|
$287,311
0.11% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
6,712
shares
|
$253,042
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
6,530
shares
|
$246,181
0.02% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
6,065
shares
|
$228,650
0.01% of portfolio
|
Q3 2025
Reduced 44.68%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$209,235
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$188,424
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,861
shares
|
$183,259
0.02% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,457
shares
|
$168,028
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
4,078
shares
|
$153,740
0.07% of portfolio
|
Q4 2025
Added 7.94%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
4,031
shares
|
$151,968
0.06% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
3,361
shares
|
$126,709
0.0% of portfolio
|
Q4 2025
Added 49.25%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,425
shares
|
$91,422
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
941
shares
|
$35,475
0.0% of portfolio
|
Q4 2025
Reduced 25.14%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
831
shares
|
$31,328
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
648
shares
|
$24,429
0.0% of portfolio
|
Q3 2025
Reduced 60.54%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
466
shares
|
$17,568
0.0% of portfolio
|
Q3 2025
Reduced 63.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
250
shares
|
$9,425
0.0% of portfolio
|
Q2 2025
Added 706.45%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
161
shares
|
$6,069
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
103
shares
|
$3,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
64
shares
|
$2,412
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
62
shares
|
$2,337
0.0% of portfolio
|
Q3 2025
New holding
|
|