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 |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
8,449
shares
|
$318,527
0.01% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,759
shares
|
$292,514
0.0% of portfolio
|
Q3 2025
Reduced 37.67%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
7,621
shares
|
$287,311
0.11% of portfolio
|
Q3 2025
Reduced 41.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,536
shares
|
$246,407
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
6,530
shares
|
$246,181
0.02% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
6,065
shares
|
$228,650
0.01% of portfolio
|
Q3 2025
Reduced 44.68%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,550
shares
|
$209,235
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,998
shares
|
$188,424
0.1% of portfolio
|
Q3 2021
Reduced 0.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,861
shares
|
$183,259
0.02% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,457
shares
|
$168,028
0.0% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
4,031
shares
|
$151,968
0.06% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
3,778
shares
|
$142,430
0.07% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,425
shares
|
$91,422
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,252
shares
|
$84,900
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,257
shares
|
$47,388
0.0% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
831
shares
|
$31,328
0.0% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
648
shares
|
$24,429
0.0% of portfolio
|
Q3 2025
Reduced 60.54%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
466
shares
|
$17,568
0.0% of portfolio
|
Q3 2025
Reduced 63.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
250
shares
|
$9,425
0.0% of portfolio
|
Q2 2025
Added 706.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
222
shares
|
$8,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
161
shares
|
$6,069
0.0% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
103
shares
|
$3,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
64
shares
|
$2,412
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
62
shares
|
$2,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
36
shares
|
$1,357
0.0% of portfolio
|
Q3 2025
Added 3500.0%
|
|