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 77 institutions that hold shares in the stock, with a total of 4.07 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,015,529
shares
|
$35 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
510,539
shares
|
$17.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
309,653
shares
|
$10.7 Million
2.76% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
267,080
shares
|
$9.21 Million
2.64% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
150,991
shares
|
$5.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
143,199
shares
|
$4.94 Million
0.45% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$4.66 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
86,482
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 55.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
85,650
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.12%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
76,417
shares
|
$2.64 Million
1.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
72,931
shares
|
$2.52 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
70,485
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
62,312
shares
|
$2.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
59,587
shares
|
$2.06 Million
0.51% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
59,547
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
58,542
shares
|
$2.02 Million
0.68% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,237
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,052
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 215.45%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
47,592
shares
|
$1.64 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
46,211
shares
|
$1.59 Million
0.17% of portfolio
|
Q1 2025
Added 238.82%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
42,414
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,298
shares
|
$1.42 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
37,390
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
Reduced 39.52%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
36,980
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 50.34%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
33,229
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
New holding
|