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 70 institutions that hold shares in the stock, with a total of 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,152,829
shares
|
$41.5 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
544,962
shares
|
$19.6 Million
0.56% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
510,288
shares
|
$18.4 Million
0.22% of portfolio
|
Q3 2024
Added 61.06%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
316,406
shares
|
$11.4 Million
2.65% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
282,925
shares
|
$10.2 Million
1.9% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
222,699
shares
|
$8.02 Million
2.35% of portfolio
|
Q3 2024
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
214,294
shares
|
$7.72 Million
3.29% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
176,456
shares
|
$6.36 Million
0.66% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
160,036
shares
|
$5.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.62%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$4.87 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
119,839
shares
|
$4.32 Million
0.41% of portfolio
|
Q3 2024
Added 186.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
96,231
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 88.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
86,470
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Added 130.64%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,403
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
74,118
shares
|
$2.67 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
70,330
shares
|
$2.53 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
69,164
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
60,391
shares
|
$2.18 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,237
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
55,878
shares
|
$2.01 Million
1.31% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
53,532
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
51,504
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 548.34%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
46,726
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2024
Reduced 27.67%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
45,229
shares
|
$1.63 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
39,838
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|