Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR MANAGED FUTURES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.3K+ 215.45% |
$1.3M - $1.36M
|
56.1K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.5K+ 15.85% |
$1.24M - $1.3M
|
267K
$9.42M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.2KNew |
$1.13M - $1.18M
|
33.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
32.6K+ 238.82% |
$1.11M - $1.16M
|
46.2K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31K+ 55.87% |
$1.05M - $1.1M
|
86.5K
$3.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
26.1KNew |
$886K - $929K
|
26.1K
$920K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 50.34% |
$420K - $441K
|
37K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.8KNew |
$402K - $422K
|
11.8K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 1080.62% |
$390K - $409K
|
12.6K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.33KNew |
$283K - $297K
|
8.33K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
8K+ 15.83% |
$271K - $285K
|
58.5K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.94KNew |
$235K - $247K
|
6.94K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.52KNew |
$221K - $232K
|
6.52K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.39K+ 3116.59% |
$217K - $228K
|
6.59K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.22KNew |
$211K - $221K
|
6.22K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
4.51K+ 42.77% |
$153K - $161K
|
15K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.22K+ 54.3% |
$143K - $150K
|
12K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.97K+ 22.11% |
$135K - $141K
|
21.9K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.49K+ 15.07% |
$118K - $124K
|
26.6K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.37K+ 38.96% |
$114K - $120K
|
12K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2.47K+ 4.33% |
$83.9K - $88.1K
|
59.6K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.22K+ 13.31% |
$75.4K - $79.1K
|
18.9K
$667K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.79K+ 22.62% |
$60.6K - $63.6K
|
9.68K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 6.47% |
$52.8K - $55.4K
|
25.6K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.46KNew |
$49.6K - $52K
|
1.46K
$51.5K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44K+ 9.51% |
$48.8K - $51.3K
|
16.6K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.4K+ 2.4% |
$47.3K - $49.7K
|
59.5K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
881New |
$29.9K - $31.4K
|
881
$31.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
103New |
$3.5K - $3.67K
|
103
$3.63K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
69+ 0.09% |
$2.34K - $2.46K
|
76.4K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
60+ 0.46% |
$2.04K - $2.14K
|
13.2K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
25New |
$849 - $890
|
25
$882
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 10.34% |
$204 - $214
|
64
$2.26K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$170 - $178
|
6.15K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 83.33% |
$170 - $178
|
1
$35.3
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-40- 0.23% |
$1.36K - $1.42K
|
17.6K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-154- 11.02% |
$5.23K - $5.49K
|
1.24K
$43.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-196- 12.19% |
$6.65K - $6.98K
|
1.41K
$49.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-245- 40.5% |
$8.32K - $8.73K
|
360
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-523- 3.76% |
$17.8K - $18.6K
|
13.4K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-777- 19.98% |
$26.4K - $27.7K
|
3.11K
$110K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-803- 38.72% |
$27.3K - $28.6K
|
1.27K
$44.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-823- 25.21% |
$27.9K - $29.3K
|
2.44K
$86.1K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.09K- 26.53% |
$37.1K - $39K
|
3.03K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.35K- 9.53% |
$45.8K - $48.1K
|
12.8K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.77K- 1.8% |
$93.8K - $98.5K
|
151K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.79K- 18.02% |
$94.7K - $99.3K
|
12.7K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-2.95K- 29.78% |
$100K - $105K
|
6.96K
$245K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.95K- 6.51% |
$100K - $105K
|
42.4K
$1.5M
|