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 69 institutions that hold shares in the stock, with a total of 5.11 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
4,332
shares
|
$152,962
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,060
shares
|
$143,358
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$127,116
0.01% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,770
shares
|
$97,808
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,099
shares
|
$74,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,279
shares
|
$45,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
922
shares
|
$32,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
777
shares
|
$27,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
407
shares
|
$14,371
0.0% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
157
shares
|
$5,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
155
shares
|
$5,473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
132
shares
|
$4,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$2,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
32
shares
|
$1,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
31
shares
|
$1,094
0.0% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
21
shares
|
$741
0.0% of portfolio
|
Q2 2024
Reduced 89.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2
shares
|
$70
0.0% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$35
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|