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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$38.48 -0.08 (-0.21%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for WisdomTree Managed Futures Strategy Fund (NYSEARCA:WTMF)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$51.15M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$61.81M
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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
10/8/2025 Asset Allocation Strategies LLC27,631$1.05M0.2%-25.8%0.601%
10/7/2025 Cooper Financial Group15,965$605K0.1%+2.5%0.347%
10/7/2025 Team Financial Group LLC3,778$143K0.1%+9.1%0.082%
9/4/2025Osaic Holdings Inc.15,247$538K0.0%+21.5%0.339%
8/15/2025 Asset Allocation Strategies LLC37,217$1.31M0.3%-37.5%0.827%
8/15/2025MML Investors Services LLC28,979$1.02M0.0%+144.8%0.644%
8/14/2025Jane Street Group LLC21,999$777K0.0%-23.1%0.489%
8/14/2025Raymond James Financial Inc.47,544$1.68M0.0%-20.2%1.057%
8/14/2025Betterment LLC12,448$440K0.0%-82.3%0.277%
8/13/2025Avestar Capital LLC144,674$5.11M0.3%+1.0%3.215%
8/13/2025Elios Financial Group Inc.20,734$732K0.3%+17.8%0.461%
8/12/2025Centric Wealth Management11,758$426K0.1%-12.1%0.261%
8/12/2025JPMorgan Chase & Co.23,462$828K0.0%-11.9%0.521%
8/11/2025Alteri Wealth LLC7,485$264K0.1%+20.4%0.166%
8/8/2025Cetera Investment Advisers87,984$3.11M0.0%+1.7%1.955%
8/8/2025Austin Wealth Management LLC14,732$531K0.1%-69.0%0.327%
8/7/2025Efficient Advisors LLC46,722$1.65M0.1%-25.0%1.038%
8/6/2025AE Wealth Management LLC2,210$78K0.0%-29.0%0.049%
8/6/2025Vestmark Advisory Solutions Inc.82,418$2.91M0.0%+148.0%1.832%
8/6/2025Washington Trust Bank31,146$1.10M0.1%-16.7%0.692%
8/6/2025Golden State Wealth Management LLC5,275$186K0.0%+60.0%0.117%
8/6/2025Ethos Financial Group LLC42,442$1.50M0.1%-8.2%0.943%
8/6/2025O Dell Group LLC312,069$11.02M2.7%+0.8%6.935%
8/1/2025Envestnet Asset Management Inc.77,289$2.73M0.0%+37.9%1.718%
7/31/2025Glass Jacobson Investment Advisors llc4,181$148K0.1%-36.7%0.093%
7/29/2025Empirical Asset Management LLC59,627$2.11M0.7%+1.9%1.325%
7/28/2025Harbour Investments Inc.10,984$388K0.0%+13.4%0.244%
7/25/2025Endowment Wealth Management Inc.16,037$566K0.3%-3.2%0.356%
7/23/2025Columbus Macro LLC28,512$1.01M0.1%+9.3%0.634%
7/23/2025REAP Financial Group LLC11,928$421K0.1%-6.0%0.265%
7/23/2025Kingswood Wealth Advisors LLC11,756$415K0.0%N/A0.261%
7/18/2025 Cooper Financial Group15,579$550K0.1%-17.7%0.346%
7/15/2025Axis Wealth Partners LLC11,373$402K0.3%-5.3%0.253%
7/14/2025Sowell Financial Services LLC6,626$234K0.0%N/A0.147%
7/10/2025Stewardship Advisors LLC270,389$9.55M2.4%+1.2%6.009%
7/10/2025Rockland Trust Co.6,024$213K0.0%N/A0.134%
7/7/2025Discipline Wealth Solutions LLC13,790$487K0.2%N/A0.306%
5/19/2025Jane Street Group LLC28,594$976K0.0%-30.5%0.628%
5/15/2025Betterment LLC70,485$2.41M0.0%-5.0%1.549%
5/15/2025Centric Wealth Management13,374$456K0.1%-3.8%0.294%
5/14/2025Entrewealth LLC6,956$237K0.2%-29.8%0.153%
5/14/2025Freedom Investment Management Inc.6,522$223K0.0%N/A0.143%
5/14/2025ZEGA Investments LLC6,938$237K0.0%N/A0.152%
5/13/2025Ethos Financial Group LLC46,211$1.59M0.2%+238.8%1.016%
5/13/2025Vestmark Advisory Solutions Inc.33,229$1.13M0.0%N/A0.730%
5/13/2025Trajan Wealth LLC12,806$437K0.0%-9.5%0.281%
5/12/2025Cooper Financial Group18,922$646K0.1%+13.3%0.416%
5/9/2025Endowment Wealth Management Inc.16,571$566K0.4%+9.5%0.364%
5/8/2025Harbour Investments Inc.9,683$330K0.0%+22.6%0.213%
5/7/2025LPL Financial LLC150,991$5.15M0.0%-1.8%3.318%
5/7/2025Alteri Wealth LLC6,218$212K0.1%N/A0.137%
5/6/2025Cetera Investment Advisers86,482$2.95M0.0%+55.9%1.901%
5/6/2025AE Wealth Management LLC3,112$106K0.0%-20.0%0.068%
5/6/2025Efficient Advisors LLC62,312$2.13M0.1%-11.5%1.369%
5/5/2025Private Advisor Group LLC25,604$874K0.0%+6.5%0.563%
5/2/2025PAX Financial Group LLC11,991$409K0.1%+54.3%0.264%
5/1/2025Austin Wealth Management LLC47,592$1.61M0.3%-10.7%1.046%
4/30/2025Washington Trust Bank37,390$1.28M0.1%-39.5%0.822%
4/29/2025Envestnet Asset Management Inc.56,052$1.91M0.0%+215.4%1.232%
4/29/2025OneDigital Investment Advisors LLC510,539$17.43M0.2%-7.3%11.221%
4/28/2025Axis Wealth Partners LLC12,010$410K0.3%+39.0%0.264%
4/24/2025Golden State Wealth Management LLC3,297$113K0.0%+1,508.3%0.072%
4/23/2025Creative Financial Designs Inc. ADV2,441$83K0.0%-25.2%0.054%
4/23/2025Golden State Wealth Management LLC6,594$225K0.0%+3,116.6%0.145%
4/22/2025Cambridge Investment Research Advisors Inc.8,329$284K0.0%N/A0.183%
4/21/2025O Dell Group LLC309,653$10.57M2.7%-2.2%6.806%
4/17/2025Columbus Macro LLC26,091$890K0.1%N/A0.567%
4/17/2025Stewardship Advisors LLC267,080$9.12M2.5%+15.8%5.806%
4/15/2025CX Institutional881$30K0.0%N/A0.019%
3/17/2025Wealth 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%
2/14/2025OneDigital 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%
2/13/2025Glass Jacobson Investment Advisors llc6,604$231K0.1%N/A0.117%
2/13/2025Raymond James Financial Inc.58,152$2.03M0.0%N/A1.029%
2/13/2025Envestnet 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%
2/12/2025PAX 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%
2/11/2025Washington Trust Bank61,823$2.16M0.2%-48.4%1.094%
2/11/2025Comprehensive Wealth Management LLC54,211$1.89M1.4%-3.0%0.959%
2/10/2025Entrewealth LLC9,906$351K0.3%N/A0.175%
2/10/2025Creative Financial Designs Inc. ADV3,264$114K0.0%+17.8%0.058%
2/10/2025Commonwealth Equity Services LLC24,598$859K0.0%+157.2%0.435%
2/10/2025Austin Wealth Management LLC53,269$1.90M0.4%-11.8%0.943%
2/10/2025Farther Finance Advisors LLC2,200$77K0.0%+72.0%0.039%
(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, 81 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 ($11.02M), Stewardship Advisors LLC ($9.55M), Wells Fargo & Company MN ($5.35M), LPL Financial LLC ($5.15M), and Avestar Capital LLC ($5.11M).Learn more on WisdomTree Managed Futures Strategy Fund's institutional investors.

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

Of the 73 institutional investors that purchased WisdomTree Managed Futures Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ethos Financial Group LLC ($293.31K), Centric Wealth Management ($289.64K), Stewardship Advisors LLC ($270.39K), Jane Street Group LLC ($259.42K), OneDigital Investment Advisors LLC ($233.86K), O Dell Group LLC ($169.72K), and Washington Trust Bank ($152.24K).

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

Institutional investors have bought a total of 1,458,703 shares in the last 24 months. This purchase volume represents approximately $51.15M in transactions.

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

Of the 32 institutional investors that sold WisdomTree Managed Futures Strategy Fund's 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 ($280.53K), Ethos Financial Group LLC ($273.06K), Invenio Wealth Partners LLC ($201.37K), Washington Trust Bank ($88.69K), Betterment LLC ($62.96K), and Austin Wealth Management LLC ($50.00K).

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

Institutional investors have sold a total of 1,763,642 shares in the last 24 months. This volume of shares sold represents approximately $61.81M in transactions.


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This page (NYSEARCA:WTMF) was last updated on 10/9/2025 by MarketBeat.com Staff
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