Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR MANAGED FUTURES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.9K+ 6.42% |
$2.39M - $2.58M
|
1.13M
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.1K+ 23.73% |
$2.23M - $2.4M
|
329K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.4KNew |
$545K - $586K
|
15.4K
$582K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.8K+ 108.6% |
$450K - $485K
|
24.5K
$925K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
9.24K+ 71.22% |
$326K - $351K
|
22.2K
$838K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.6KNew |
$303K - $326K
|
8.6K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8K+ 58.01% |
$282K - $304K
|
21.8K
$821K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.76K+ 10.04% |
$274K - $295K
|
85.1K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7.68K+ 2.46% |
$271K - $291K
|
320K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.76K+ 2.13% |
$203K - $219K
|
276K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.34K+ 18.44% |
$188K - $203K
|
34.3K
$1.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.45K+ 30.31% |
$122K - $131K
|
14.8K
$559K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
3.39K+ 11.87% |
$119K - $128K
|
31.9K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.2K+ 22.41% |
$113K - $121K
|
17.5K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.51K+ 22.82% |
$88.4K - $95.1K
|
13.5K
$509K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.4K+ 45.61% |
$49.2K - $53K
|
4.46K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.38K+ 9.46% |
$48.6K - $52.3K
|
15.9K
$600K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.18K+ 15.75% |
$41.6K - $44.8K
|
8.66K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
727+ 5.94% |
$25.6K - $27.6K
|
13K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
599+ 3.93% |
$21.1K - $22.7K
|
15.8K
$597K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
386+ 2.48% |
$13.6K - $14.7K
|
16K
$602K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
316+ 9.13% |
$11.1K - $12K
|
3.78K
$142K
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
187+ 1.17% |
$6.6K - $7.1K
|
16.2K
$612K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
62New |
$2.19K - $2.35K
|
62
$2.34K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42+ 1.9% |
$1.48K - $1.59K
|
2.25K
$84.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
35+ 3500.0% |
$1.23K - $1.33K
|
36
$1.36K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27New |
$952 - $1.02K
|
27
$1.02K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 0.71% |
$600 - $645
|
2.43K
$91.4K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
12New |
$423 - $456
|
12
$452
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-34- 3.93% |
$1.2K - $1.29K
|
831
$31.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-80- 0.54% |
$2.82K - $3.04K
|
14.7K
$552K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-90- 1.36% |
$3.17K - $3.42K
|
6.54K
$246K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-150- 3.59% |
$5.29K - $5.69K
|
4.03K
$152K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-350- 2.93% |
$12.3K - $13.3K
|
11.6K
$436K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-414- 7.85% |
$14.6K - $15.7K
|
4.86K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-516- 4.57% |
$18.2K - $19.6K
|
10.8K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-633- 2.5% |
$22.3K - $24K
|
24.7K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-730- 4.28% |
$25.7K - $27.7K
|
16.3K
$616K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-800- 63.19% |
$28.2K - $30.4K
|
466
$17.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-822- 6.99% |
$29K - $31.2K
|
10.9K
$412K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-888- 3.46% |
$31.3K - $33.7K
|
24.8K
$935K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-994- 60.54% |
$35.1K - $37.7K
|
648
$24.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.41K- 1.87% |
$49.8K - $53.6K
|
74.1K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.32K- 21.52% |
$81.7K - $88K
|
8.45K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.68K- 6.31% |
$94.5K - $102K
|
39.8K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.25K- 4.13% |
$114K - $123K
|
75.4K
$2.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.52K- 16.0% |
$124K - $134K
|
18.5K
$697K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.69K- 37.67% |
$165K - $178K
|
7.76K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-4.9K- 44.68% |
$173K - $186K
|
6.07K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.92K- 18.48% |
$174K - $187K
|
21.7K
$818K
|
|