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 57 institutions that hold shares in the stock, with a total of 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,125,764
shares
|
$40.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
541,035
shares
|
$19.3 Million
0.75% of portfolio
|
Q2 2024
Added 662.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
316,827
shares
|
$11.3 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 15, 2024 Q2 2024 |
304,436
shares
|
$10.8 Million
2.88% of portfolio
|
Q1 2024
Added 112.83%
|
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
292,285
shares
|
$10.4 Million
3.22% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
272,492
shares
|
$9.7 Million
1.74% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
199,719
shares
|
$7.11 Million
3.59% of portfolio
|
Q2 2024
Added 45.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
196,652
shares
|
$7 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
188,019
shares
|
$6.69 Million
0.71% of portfolio
|
Q2 2024
Added 16.07%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$4.81 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
78,683
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
76,941
shares
|
$2.74 Million
0.18% of portfolio
|
Q2 2024
Reduced 79.28%
|
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
69,414
shares
|
$2.47 Million
0.16% of portfolio
|
Q2 2024
Reduced 20.5%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Jul 31, 2024 Q2 2024 |
64,727
shares
|
$2.3 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
64,597
shares
|
$2.3 Million
0.27% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
60,077
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 72.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
55,723
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
53,884
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 13, 2024 Q2 2024 |
52,078
shares
|
$1.85 Million
1.4% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
50,986
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
46,330
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
|
Washington Trust Bank
|
Jul 29, 2024 Q2 2024 |
41,876
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2024
Reduced 48.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
41,425
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2024
Added 37.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
37,492
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 79.21%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
34,942
shares
|
$1.24 Million
0.46% of portfolio
|
Q2 2024
Reduced 7.21%
|