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 80 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,125,199
shares
|
$42.4 Million
0.0% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
475,576
shares
|
$17.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
329,065
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
319,746
shares
|
$12.1 Million
2.63% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
276,149
shares
|
$10.4 Million
2.66% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$5.1 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
131,042
shares
|
$4.94 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
85,050
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
80,722
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
75,385
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
74,064
shares
|
$2.79 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,237
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
44,693
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.77%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
39,762
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
37,527
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
34,323
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
31,897
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,646
shares
|
$1.16 Million
0.47% of portfolio
|
Q3 2023
Added 171.66%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
30,334
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2025
Reduced 49.13%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
28,991
shares
|
$1.09 Million
0.77% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
27,631
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,794
shares
|
$934,733
0.0% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,703
shares
|
$931,303
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,523
shares
|
$924,517
0.06% of portfolio
|
Q3 2025
Added 108.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
23,059
shares
|
$869,324
0.0% of portfolio
|
Q3 2025
Reduced 51.5%
|
|