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 80 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $152 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
22,219
shares
|
$837,656
0.66% of portfolio
|
Q3 2025
Added 71.22%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
21,789
shares
|
$821,445
0.23% of portfolio
|
Q3 2025
Added 58.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
21,710
shares
|
$818,467
0.0% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
20,734
shares
|
$781,671
0.33% of portfolio
|
Q2 2025
Added 17.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,479
shares
|
$696,658
0.0% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,478
shares
|
$658,920
0.0% of portfolio
|
Q3 2025
Added 22.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
16,345
shares
|
$616,206
0.0% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
16,224
shares
|
$611,644
0.33% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
15,965
shares
|
$601,880
0.07% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
15,928
shares
|
$600,485
0.17% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,870
shares
|
$598,299
0.02% of portfolio
|
Q3 2022
Added 41.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,846
shares
|
$597,394
0.0% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
15,448
shares
|
$582,389
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,050
shares
|
$567,385
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
14,820
shares
|
$558,714
0.33% of portfolio
|
Q3 2025
Added 30.31%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
14,652
shares
|
$552,380
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
13,490
shares
|
$508,573
0.01% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
12,966
shares
|
$488,818
0.04% of portfolio
|
Q3 2025
Reduced 58.37%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
12,964
shares
|
$488,742
0.1% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
12,357
shares
|
$465,858
0.0% of portfolio
|
Q3 2025
Reduced 68.79%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
11,578
shares
|
$436,490
0.1% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
10,936
shares
|
$412,287
0.1% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,779
shares
|
$406,368
0.0% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
8,664
shares
|
$326,632
0.11% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,600
shares
|
$324,220
0.01% of portfolio
|
Q3 2025
New holding
|
|