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 |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
10,963
shares
|
$403,109
0.03% of portfolio
|
Q2 2025
Reduced 84.97%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
10,766
shares
|
$395,865
0.02% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
9,344
shares
|
$343,578
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,485
shares
|
$275,223
0.1% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
6,938
shares
|
$255,110
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,626
shares
|
$243,638
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,540
shares
|
$240,475
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
6,530
shares
|
$240,108
0.02% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
6,024
shares
|
$221,502
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$204,073
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,275
shares
|
$193,961
0.02% of portfolio
|
Q2 2025
Added 59.99%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$183,776
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
4,181
shares
|
$153,735
0.06% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
3,462
shares
|
$127,297
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,061
shares
|
$112,552
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,408
shares
|
$88,542
0.01% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,210
shares
|
$81,261
0.0% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,642
shares
|
$60,376
0.0% of portfolio
|
Q2 2025
Added 356.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,386
shares
|
$50,963
0.02% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
1,266
shares
|
$46,550
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,257
shares
|
$46,219
0.0% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
865
shares
|
$31,806
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
250
shares
|
$9,192
0.0% of portfolio
|
Q2 2025
Added 706.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
222
shares
|
$8,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
161
shares
|
$5,919
0.0% of portfolio
|
Q4 2024
Added 3.87%
|