Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Managed Futures (WTMF)
This table provides information about the institutional ownership of Wisdomtree Tr Managed Futures (WTMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
262KNew |
$9.82M - $10.2M
|
262K
$9.87M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.71KNew |
$252K - $261K
|
6.71K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.51K+ 1.27% |
$132K - $137K
|
280K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.02K+ 6.33% |
$75.8K - $78.5K
|
33.9K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.25K+ 19.05% |
$46.7K - $48.4K
|
7.78K
$293K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.11K+ 49.25% |
$41.6K - $43.1K
|
3.36K
$127K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
308+ 1.93% |
$11.6K - $12K
|
16.3K
$613K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
300+ 7.94% |
$11.3K - $11.7K
|
4.08K
$154K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-48- 0.12% |
$1.8K - $1.87K
|
39.7K
$1.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-74- 0.51% |
$2.78K - $2.88K
|
14.6K
$550K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-316- 25.14% |
$11.9K - $12.3K
|
941
$35.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.71K- 7.21% |
$102K - $105K
|
34.8K
$1.31M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-9.88K- 45.32% |
$371K - $384K
|
11.9K
$449K
|
|