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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$34.63 +0.25 (+0.73%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree Managed Futures Strategy Fund (NYSEARCA:WTMF)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$60.40M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$57.76M
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WTMF Institutional Buying and Selling by Quarter

WisdomTree Managed Futures Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 PAX Financial Group LLC11,991$409K0.1%+54.3%0.264%
5/1/2025 Austin Wealth Management LLC47,592$1.61M0.3%-10.7%1.046%
4/30/2025 Washington Trust Bank37,390$1.28M0.1%-39.5%0.822%
4/29/2025 Envestnet Asset Management Inc.56,052$1.91M0.0%+215.4%1.232%
4/29/2025 OneDigital Investment Advisors LLC510,539$17.43M0.2%-7.3%11.221%
4/28/2025 Axis Wealth Partners LLC12,010$410K0.3%+39.0%0.264%
4/24/2025 Golden State Wealth Management LLC3,297$113K0.0%+1,508.3%0.072%
4/23/2025 Creative Financial Designs Inc. ADV2,441$83K0.0%-25.2%0.054%
4/23/2025 Golden State Wealth Management LLC6,594$225K0.0%+3,116.6%0.145%
4/22/2025 Cambridge Investment Research Advisors Inc.8,329$284K0.0%N/A0.183%
4/21/2025 O Dell Group LLC309,653$10.57M2.7%-2.2%6.806%
4/17/2025 Columbus Macro LLC26,091$890K0.1%N/A0.567%
4/17/2025 Stewardship Advisors LLC267,080$9.12M2.5%+15.8%5.806%
4/15/2025 CX Institutional881$30K0.0%N/A0.019%
3/17/2025 Wealth Enhancement Advisory Services LLC17,542$613K0.0%N/A0.390%
2/27/2025REAP Financial Group LLC15,480$541K0.1%-13.1%0.329%
2/25/2025Armis Advisers LLC45,366$1.59M0.2%N/A0.965%
2/18/2025CSS LLC IL10,541$368K0.0%N/A0.187%
2/17/2025Cetera Investment Advisers55,485$1.94M0.0%+3.6%0.982%
2/14/2025Jane Street Group LLC41,113$1.44M0.0%N/A0.728%
2/14/2025Betterment LLC74,212$2.59M0.0%-1.6%1.313%
2/14/2025Two Sigma Securities LLC6,573$230K0.0%N/A0.116%
2/14/2025Susquehanna International Group LLP43,449$1.52M0.0%-49.8%0.769%
2/14/2025IHT Wealth Management LLC49,972$1.75M0.1%-90.8%0.884%
2/14/2025 OneDigital Investment Advisors LLC550,691$19.24M0.2%+7.9%9.747%
2/14/2025Transce3nd LLC1,608$56K0.0%N/A0.028%
2/14/2025Trajan Wealth LLC14,155$494K0.0%-8.8%0.251%
2/13/2025 Glass Jacobson Investment Advisors llc6,604$231K0.1%N/A0.117%
2/13/2025Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/13/2025 Envestnet Asset Management Inc.17,769$621K0.0%-55.4%0.314%
2/13/2025Wells Fargo & Company MN153,267$5.35M0.0%+59.3%2.713%
2/12/2025 PAX Financial Group LLC7,771$271K0.0%+13.5%0.138%
2/12/2025Centric Wealth Management13,897$485K0.1%-5.2%0.246%
2/12/2025Invenio Wealth Partners LLC12,921$451K0.2%-94.0%0.229%
2/12/2025JPMorgan Chase & Co.23,145$808K0.0%+9.4%0.410%
2/11/2025Sequent Planning LLC13,093$457K0.2%+4.6%0.232%
2/11/2025LPL Financial LLC153,756$5.37M0.0%-3.9%2.721%
2/11/2025Virtu Financial LLC19,860$694K0.0%N/A0.352%
2/11/2025 Washington Trust Bank61,823$2.16M0.2%-48.4%1.094%
2/11/2025Comprehensive Wealth Management LLC54,211$1.89M1.4%-3.0%0.959%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
2/10/2025Entrewealth LLC9,906$351K0.3%N/A0.175%
2/10/2025 Creative Financial Designs Inc. ADV3,264$114K0.0%+17.8%0.058%
2/10/2025Commonwealth Equity Services LLC24,598$859K0.0%+157.2%0.435%
2/10/2025 Austin Wealth Management LLC53,269$1.90M0.4%-11.8%0.943%
2/10/2025 Farther Finance Advisors LLC2,200$77K0.0%+72.0%0.039%
2/7/2025Endowment Wealth Management Inc.15,132$529K0.4%+4.2%0.268%
2/7/2025Efficient Advisors LLC70,414$2.46M0.2%+1.8%1.246%
2/7/2025 Axis Wealth Partners LLC8,643$302K0.3%N/A0.153%
2/6/2025Ethos Financial Group LLC13,639$476K0.1%-95.2%0.241%
2/6/2025Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/3/2025Private Advisor Group LLC24,048$840K0.0%+1.6%0.426%
1/29/2025Avestar Capital LLC172,198$6.02M0.5%-2.4%3.048%
1/29/2025 Howard Bailey Securities LLC76,348$2.67M1.0%+8.6%1.351%
1/24/2025 Concord Wealth Partners1,397$49K0.0%+79.8%0.025%
1/23/2025Strategic Advocates LLC31,831$1.11M0.4%+15.7%0.563%
1/23/2025 Synergy Asset Management LLC1,823$65K0.0%N/A0.032%
1/23/2025 Twelve Points Wealth Management LLC9,171$320K0.1%-72.5%0.162%
1/21/2025 Stewardship Advisors LLC230,540$8.05M2.2%+3.5%4.080%
1/15/2025Empirical Asset Management LLC50,543$1.77M0.1%+8.2%0.895%
1/14/2025 Rockland Trust Co.59,001$2.06M0.1%N/A1.044%
1/13/2025Cooper Financial Group16,700$583K0.1%+4.1%0.296%
12/26/2024JPMorgan Chase & Co.21,164$752K0.0%-8.4%0.375%
11/18/2024Asset Allocation Strategies LLC45,229$1.61M0.5%N/A0.801%
11/15/2024IHT Wealth Management LLC544,962$19.36M0.5%+0.7%9.645%
11/14/2024Centric Wealth Management14,659$517K0.1%-95.0%0.259%
11/13/2024Avestar Capital LLC176,456$6.27M0.6%-6.1%3.123%
11/13/2024Elios Financial Group Inc.17,360$617K0.3%N/A0.307%
11/6/2024 OneDigital Investment Advisors LLC510,288$18.13M0.2%+61.1%9.032%
11/6/2024Comprehensive Wealth Management LLC55,878$1.99M1.3%+7.3%0.989%
11/5/2024Harbour Investments Inc.7,807$277K0.0%+31.0%0.138%
11/1/2024Assetmark Inc.922$33K0.0%N/A0.016%
10/31/2024 Washington Trust Bank119,839$4.26M0.4%+186.2%2.121%
10/29/2024 Farther Finance Advisors LLC1,279$45K0.0%N/A0.023%
10/28/2024 Austin Wealth Management LLC60,391$2.12M0.5%-6.7%1.069%
10/25/2024Trajan Wealth LLC15,516$551K0.0%-15.9%0.275%
10/24/2024 Concord Wealth Partners777$28K0.0%N/A0.014%
10/22/2024Private Advisor Group LLC23,671$841K0.0%-18.4%0.419%
10/22/2024 My Legacy Advisors LLC6,043$215K0.1%-65.3%0.107%
10/21/2024 Stewardship Advisors LLC222,699$7.91M2.2%N/A3.942%
10/16/2024 Twelve Points Wealth Management LLC33,300$1.18M0.4%-4.7%0.589%
10/11/2024Empirical Asset Management LLC46,726$1.66M0.2%-27.7%0.827%
8/22/2024Cetera Investment Advisers53,884$1.95M0.0%-5.0%0.954%
8/5/2024Private Advisor Group LLC28,991$1.05M0.0%+81.9%0.513%
8/2/2024Endowment Wealth Management Inc.14,614$530K0.4%-2.5%0.259%
7/31/2024 Austin Wealth Management LLC64,727$2.38M0.6%-0.9%1.146%
7/29/2024 Washington Trust Bank41,876$1.52M0.2%-48.3%0.741%
7/27/2024Trajan Wealth LLC18,441$669K0.0%-16.2%0.326%
7/26/2024Harbour Investments Inc.5,958$216K0.0%+25.2%0.105%
7/24/2024 My Legacy Advisors LLC17,394$631K0.2%N/A0.308%
7/24/2024&PARTNERS41,425$1.50M0.1%+37.6%0.733%
Gold Hits New Highs as Global Markets Spiral (Ad)

When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. Now… as new tariffs take effect, gold is breaking records again. You've hopefully already seen this in action… but gold is surpassing $3,000 per ounce for the first time EVER.

Go Here to Learn What's Happening and How to Prepare >>
7/12/2024Cardinal Point Capital Management ULC6,760$245K0.0%-35.2%0.120%
7/12/2024 Twelve Points Wealth Management LLC34,942$1.27M0.4%-7.2%0.618%
7/11/2024Strategic Advocates LLC24,488$888K0.4%+23.4%0.433%
5/24/2024Cetera Advisors LLC6,305$236K0.0%N/A0.112%
5/24/2024Cetera Investment Advisers56,722$2.13M0.0%+364.9%1.004%
5/23/2024 Austin Wealth Management LLC65,335$2.40M0.6%-8.0%1.156%
5/17/2024Comerica Bank759$28K0.0%-97.8%0.013%
5/16/2024Jane Street Group LLC218,309$8.19M0.0%N/A3.864%
5/9/2024Endowment Wealth Management Inc.14,983$562K0.4%-11.0%0.265%
5/8/2024Ethos Financial Group LLC260,740$9.78M1.9%+8.2%4.615%
(Data available from 1/1/2016 forward)

WTMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTMF shares?

During the previous two years, 74 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($17.43M), Cambria Investment Management L.P. ($14.81M), O Dell Group LLC ($10.57M), Stewardship Advisors LLC ($9.12M), Avestar Capital LLC ($6.02M), LPL Financial LLC ($5.37M), and Wells Fargo & Company MN ($5.35M).Learn more on WTMF's institutional investors.

Which institutional investors have been buying WisdomTree Managed Futures Strategy Fund stock?

Of the 69 institutional investors that purchased WisdomTree Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambria Investment Management L.P. ($359.48K), Centric Wealth Management ($289.64K), Stewardship Advisors LLC ($267.08K), Ethos Financial Group LLC ($260.74K), Jane Street Group LLC ($259.42K), OneDigital Investment Advisors LLC ($233.86K), and Avestar Capital LLC ($197.57K).

How much institutional buying is happening at WisdomTree Managed Futures Strategy Fund?

Institutional investors have bought a total of 3,319,081 shares in the last 24 months. This purchase volume represents approximately $117.52M in transactions.

Which WisdomTree Managed Futures Strategy Fund major shareholders have been selling company stock?

Of the 35 institutional investors that sold WisdomTree Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IHT Wealth Management LLC ($494.99K), Centric Wealth Management ($283.40K), Ethos Financial Group LLC ($269.29K), Invenio Wealth Partners LLC ($201.37K), Cardinal Point Capital Management ULC ($141.49K), Washington Trust Bank ($139.27K), and CX Institutional ($77.67K).

How much institutional selling is happening at WisdomTree Managed Futures Strategy Fund?

Institutional investors have sold a total of 2,046,855 shares in the last 24 months. This volume of shares sold represents approximately $71.81M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 5/4/2025 by MarketBeat.com Staff
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