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 |
|---|---|---|---|---|---|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
6,956
shares
|
$239,912
0.18% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
6,938
shares
|
$239,291
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
6,760
shares
|
$233,152
0.02% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
6,604
shares
|
$227,771
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
6,522
shares
|
$224,943
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
6,218
shares
|
$214,458
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,147
shares
|
$212,010
0.08% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$191,419
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$172,381
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,297
shares
|
$113,713
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,112
shares
|
$107,332
0.0% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,030
shares
|
$104,504
0.0% of portfolio
|
Q1 2025
Reduced 26.53%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,441
shares
|
$84,190
0.01% of portfolio
|
Q1 2025
Reduced 25.21%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,460
shares
|
$50,355
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,412
shares
|
$48,699
0.02% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,271
shares
|
$43,836
0.0% of portfolio
|
Q1 2025
Reduced 38.72%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,243
shares
|
$42,871
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
881
shares
|
$30,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
360
shares
|
$12,416
0.0% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
161
shares
|
$5,552
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
103
shares
|
$3,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
64
shares
|
$2,207
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$1,069
0.0% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
25
shares
|
$862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|