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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,646
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2023
Added 171.66%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
28,991
shares
|
$999,899
0.77% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
28,594
shares
|
$986,207
0.0% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
26,632
shares
|
$918,537
0.0% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
26,091
shares
|
$899,878
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,604
shares
|
$883,081
0.01% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
21,928
shares
|
$756,296
0.0% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
18,922
shares
|
$652,619
0.09% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
17,602
shares
|
$607,092
0.3% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
16,571
shares
|
$571,533
0.4% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,870
shares
|
$547,356
0.02% of portfolio
|
Q3 2022
Added 41.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,607
shares
|
$538,285
0.0% of portfolio
|
Q1 2025
Reduced 64.08%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,049
shares
|
$519,040
0.06% of portfolio
|
Q1 2025
Added 42.77%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
13,374
shares
|
$461,269
0.13% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
13,187
shares
|
$454,819
0.0% of portfolio
|
Q1 2025
Reduced 47.53%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
13,153
shares
|
$453,646
0.16% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
12,921
shares
|
$445,645
0.19% of portfolio
|
Q4 2024
Reduced 93.97%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
12,806
shares
|
$441,678
0.02% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
12,691
shares
|
$437,712
0.11% of portfolio
|
Q1 2025
Reduced 18.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,550
shares
|
$432,849
0.0% of portfolio
|
Q1 2025
Added 1080.62%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
12,010
shares
|
$414,224
0.3% of portfolio
|
Q1 2025
Added 38.96%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
11,991
shares
|
$413,569
0.08% of portfolio
|
Q1 2025
Added 54.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,837
shares
|
$408,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,683
shares
|
$333,966
0.01% of portfolio
|
Q1 2025
Added 22.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,329
shares
|
$287,267
0.0% of portfolio
|
Q1 2025
New holding
|