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 $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,057,295
shares
|
$38.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
497,698
shares
|
$18 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
312,069
shares
|
$11.3 Million
2.77% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
270,389
shares
|
$9.8 Million
2.57% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
265,955
shares
|
$9.64 Million
0.0% of portfolio
|
Q2 2025
Added 76.14%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
144,674
shares
|
$5.24 Million
0.37% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$4.9 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
87,984
shares
|
$3.19 Million
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
82,588
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Added 558.07%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
82,418
shares
|
$2.99 Million
0.05% of portfolio
|
Q2 2025
Added 148.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
78,631
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
77,289
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
75,476
shares
|
$2.73 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
59,627
shares
|
$2.16 Million
0.65% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,237
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
47,544
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
46,722
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
42,442
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
39,593
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
37,217
shares
|
$1.35 Million
0.29% of portfolio
|
Q2 2025
Reduced 37.54%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
34,688
shares
|
$1.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
31,146
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,646
shares
|
$1.11 Million
0.47% of portfolio
|
Q3 2023
Added 171.66%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
28,991
shares
|
$1.05 Million
0.77% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
28,979
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 144.82%
|