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 78 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
31,831
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,646
shares
|
$1.05 Million
0.47% of portfolio
|
Q3 2023
Added 171.66%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
28,991
shares
|
$989,462
0.77% of portfolio
|
Q1 2024
Reduced 12.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,134
shares
|
$857,823
0.01% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,598
shares
|
$839,529
0.0% of portfolio
|
Q4 2024
Added 157.22%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
24,048
shares
|
$820,758
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23,145
shares
|
$789,938
0.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,860
shares
|
$677,821
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,958
shares
|
$612,906
0.0% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
17,769
shares
|
$606,455
0.0% of portfolio
|
Q4 2024
Reduced 55.4%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
17,642
shares
|
$602,121
0.29% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
16,700
shares
|
$569,971
0.07% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,870
shares
|
$541,643
0.02% of portfolio
|
Q3 2022
Added 41.56%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
15,480
shares
|
$528,332
0.13% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
15,132
shares
|
$516,455
0.4% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
14,155
shares
|
$483,110
0.03% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
13,897
shares
|
$474,304
0.14% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
13,639
shares
|
$465,499
0.07% of portfolio
|
Q4 2024
Reduced 95.18%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,093
shares
|
$446,864
0.17% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
12,921
shares
|
$440,993
0.19% of portfolio
|
Q4 2024
Reduced 93.97%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,541
shares
|
$359,764
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
9,906
shares
|
$338,091
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,171
shares
|
$313,006
0.09% of portfolio
|
Q4 2024
Reduced 72.46%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
8,643
shares
|
$294,985
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,897
shares
|
$269,524
0.01% of portfolio
|
Q4 2024
Added 1.15%
|