Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 76.14% |
$3.78M - $4.07M
|
266K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70K+ 558.07% |
$2.3M - $2.48M
|
82.6K
$3.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49.2K+ 148.03% |
$1.62M - $1.74M
|
82.4K
$3.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.8K+ 4.11% |
$1.37M - $1.48M
|
1.06M
$41M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.2K+ 37.89% |
$699K - $751K
|
77.3K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.1K+ 144.82% |
$564K - $606K
|
29K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.8KNew |
$454K - $488K
|
13.8K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
13KNew |
$427K - $459K
|
13K
$503K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$387K - $416K
|
11.8K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.34KNew |
$308K - $331K
|
9.34K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.63KNew |
$218K - $234K
|
6.63K
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
6.02KNew |
$198K - $213K
|
6.02K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.95K+ 71.43% |
$196K - $210K
|
14.3K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.75K+ 17.12% |
$124K - $133K
|
25.7K
$995K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.46KNew |
$114K - $122K
|
3.46K
$134K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.31K+ 1.24% |
$109K - $117K
|
270K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.13K+ 17.79% |
$103K - $111K
|
20.7K
$803K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.61K+ 7.07% |
$86K - $92.4K
|
39.6K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.42K+ 9.28% |
$79.7K - $85.7K
|
28.5K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 0.78% |
$79.5K - $85.5K
|
312K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.98K+ 59.99% |
$65.1K - $70K
|
5.28K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 1.74% |
$49.4K - $53.1K
|
88K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.48K+ 1.03% |
$48.5K - $52.2K
|
145K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47K+ 9.41% |
$48.3K - $51.9K
|
17.1K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.4K+ 10.63% |
$46K - $49.5K
|
14.6K
$564K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 13.44% |
$42.8K - $46K
|
11K
$426K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.28K+ 356.11% |
$42.2K - $45.4K
|
1.64K
$63.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.27K+ 20.38% |
$41.7K - $44.8K
|
7.49K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.09K+ 1.85% |
$35.7K - $38.4K
|
59.6K
$2.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
246+ 2.05% |
$8.1K - $8.7K
|
12.2K
$474K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
222New |
$7.31K - $7.85K
|
222
$8.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
219+ 706.45% |
$7.21K - $7.75K
|
250
$9.69K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
132New |
$4.34K - $4.67K
|
132
$5.11K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31+ 1.02% |
$1.02K - $1.1K
|
3.06K
$119K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
23+ 1.85% |
$757 - $814
|
1.27K
$49K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
18+ 0.28% |
$592 - $637
|
6.54K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1New |
$32.9 - $35.4
|
1
$38.7
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$32.9 - $35.4
|
15.1K
$583K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 1.1% |
$461 - $495
|
1.26K
$48.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-16- 1.82% |
$527 - $566
|
865
$33.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-26- 1.84% |
$856 - $920
|
1.39K
$53.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 1.35% |
$1.09K - $1.17K
|
2.41K
$93.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-230- 3.4% |
$7.57K - $8.14K
|
6.53K
$253K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-268- 1.05% |
$8.82K - $9.48K
|
25.3K
$982K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-534- 3.22% |
$17.6K - $18.9K
|
16K
$621K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-637- 5.3% |
$21K - $22.5K
|
11.4K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-763- 6.01% |
$25.1K - $27K
|
11.9K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-902- 28.98% |
$29.7K - $31.9K
|
2.21K
$85.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-941- 1.23% |
$31K - $33.3K
|
75.5K
$2.92M
|