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 4.39 Million shares, which have been reported (via 13F filing form) to have a value of $153 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,214,526
shares
|
$42 Million
0.0% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
550,691
shares
|
$19 Million
0.23% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
316,637
shares
|
$10.9 Million
2.58% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
230,540
shares
|
$7.97 Million
2.36% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
172,198
shares
|
$5.95 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
153,756
shares
|
$5.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
153,267
shares
|
$5.3 Million
0.0% of portfolio
|
Q4 2024
Added 59.27%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
135,252
shares
|
$4.67 Million
1.38% of portfolio
|
Q1 2023
Added 6.05%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
76,348
shares
|
$2.64 Million
0.99% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
74,212
shares
|
$2.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
72,931
shares
|
$2.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
70,414
shares
|
$2.43 Million
0.16% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
61,823
shares
|
$2.14 Million
0.21% of portfolio
|
Q4 2024
Reduced 48.41%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
59,001
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
58,152
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,237
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
55,485
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
54,211
shares
|
$1.87 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
53,269
shares
|
$1.84 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
50,543
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
49,972
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
45,366
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
45,229
shares
|
$1.56 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
43,449
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 49.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,113
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|