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WisdomTree Managed Futures Strategy Fund (WTMF) Institutional Ownership

$42.67 -0.05 (-0.11%)
As of 09:53 AM 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)
48
Total
Institutional Inflows
(last 12 months)
$50.98M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.13M
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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
10/5/2026Rockland Trust Co.5,006$211K0.0%N/A0.076%
9/23/2026Envestnet Asset Management Inc.76,053$3.11M0.0%+13.6%1.170%
9/9/2026Integrated Wealth Concepts LLC83,897$3.43M0.0%N/A1.398%
8/27/2026Corient Private Wealth LP38,004$1.55M0.0%N/A0.633%
8/23/2026Asset Allocation Strategies LLC33,725$1.38M0.2%+7.1%0.562%
8/22/2026Highland Investment Advisors LLC910$37K0.0%N/A0.015%
8/20/2026Avant Capital LLC31,570$1.29M0.8%N/A0.526%
8/20/2026Rehmann Capital Advisory Group3,154$129K0.0%N/A0.053%
7/8/2026Cooper Financial Group15,110$617K0.1%-5.8%0.261%
7/7/2026Financial Enhancement Group LLC22,492$919K0.1%+5.0%0.391%
6/3/2026Parallel Advisors LLC782$31K0.0%N/A0.014%
5/19/2026Arkadios Wealth Advisors14,361$570K0.0%-76.0%0.261%
5/15/2026Gateway Wealth Partners LLC7,380$293K0.0%N/A0.134%
5/13/2026Cetera Investment Advisers269,132$10.68M0.0%+2.4%4.893%
5/7/2026Earned Wealth Advisors LLC272,900$10.83M0.7%+4.3%4.962%
5/7/2026Parallel Advisors LLC782$31K0.0%N/A0.014%
5/1/2026Fifth Third Bancorp5,547$220K0.0%N/A0.101%
4/30/2026Efficient Advisors LLC35,208$1.40M0.1%+1.1%0.640%
4/27/2026Private Advisor Group LLC24,100$956K0.0%+1.6%0.442%
4/25/2026Axis Wealth Partners LLC16,345$649K0.3%+5.5%0.300%
4/23/2026Asset Allocation Strategies LLC31,486$1.25M0.2%+2.1%0.578%
4/21/2026Sequent Planning LLC17,707$703K0.2%+1.9%0.325%
4/21/2026Columbus Macro LLC37,210$1.48M0.2%+9.7%0.683%
4/20/2026Financial Enhancement Group LLC21,426$864K0.1%N/A0.393%
4/17/2026Discipline Wealth Solutions LLC8,252$327K0.0%-30.7%0.151%
4/17/2026Stewardship Advisors LLC282,078$11.19M2.6%+0.9%5.176%
2/18/2026VestGen Advisors LLC13,581$516K0.0%N/A0.252%
2/17/2026Cetera Investment Advisers262,733$9.99M0.0%+225.5%4.865%
2/17/2026Osaic Holdings Inc.36,134$1.37M0.0%+128.0%0.669%
2/17/2026&PARTNERS11,336$425K0.0%+5.2%0.210%
2/17/2026Royal Bank of Canada3,123$119K0.0%-29.9%0.058%
2/16/2026MML Investors Services LLC5,530$210K0.0%-83.9%0.102%
2/16/2026Aptus Capital Advisors LLC1,491$57K0.0%N/A0.028%
2/13/2026Kestra Advisory Services LLC26,053$991K0.0%+5.1%0.482%
2/13/2026Stifel Financial Corp16,179$615K0.0%N/A0.300%
2/13/2026Arkadios Wealth Advisors59,920$2.28M0.0%N/A1.110%
2/13/2026Golden State Wealth Management LLC3,479$132K0.0%-28.4%0.064%
2/13/2026Wells Fargo & Company MN40,144$1.53M0.0%-46.7%0.743%
2/13/2026Asset Allocation Strategies LLC30,841$1.17M0.2%+11.6%0.571%
2/12/2026Jane Street Group LLC13,916$529K0.0%-24.7%0.258%
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2/12/2026Litman Gregory Wealth Management LLC3,470$132K0.0%N/A0.064%
2/11/2026Entelevest LLC9,798$373K0.4%N/A0.181%
2/11/2026Alteri Wealth LLC9,481$360K0.1%+9.4%0.176%
2/11/2026Howard Bailey Securities LLC9,210$350K0.1%-87.6%0.171%
2/11/2026LPL Financial LLC450,357$17.12M0.0%+36.9%8.340%
2/11/2026Comprehensive Wealth Management LLC26,760$1.02M0.6%+20.4%0.496%
2/10/2026Avestar Capital LLC129,203$4.91M0.3%-1.4%2.393%
2/10/2026Tidemark LLC250,990$9.54M2.7%N/A4.648%
2/10/2026IFG Advisory LLC5,270$200K0.0%N/A0.098%
2/9/2026Endowment Wealth Management Inc.17,465$664K0.3%+7.6%0.323%
2/9/2026Harbour Investments Inc.14,929$568K0.0%+10.7%0.276%
2/6/2026Empirical Asset Management LLC17,735$674K0.1%-41.5%0.328%
2/6/2026Trajan Wealth LLC7,436$283K0.0%-12.0%0.138%
2/5/2026Sequent Planning LLC17,372$660K0.2%+9.1%0.322%
2/5/2026PAX Financial Group LLC14,169$539K0.1%+9.3%0.262%
2/4/2026Global Wealth Management Investment Advisory Inc.22,612$860K0.1%N/A0.427%
2/4/2026Centric Wealth Management9,553$369K0.1%-12.6%0.180%
1/30/2026Axis Wealth Partners LLC15,486$589K0.3%+4.5%0.292%
1/29/2026Comerica Bank3,293$125K0.0%+408.2%0.063%
1/28/2026Kingswood Wealth Advisors LLC25,922$986K0.0%+5.7%0.494%
1/27/2026Earned Wealth Advisors LLC261,688$9.95M0.7%N/A4.985%
1/26/2026Merit Financial Group LLC6,712$255K0.0%N/A0.128%
1/26/2026Discipline Wealth Solutions LLC11,914$453K0.1%-45.3%0.227%
1/22/2026Glass Jacobson Investment Advisors llc2,942$112K0.0%-27.0%0.057%
1/21/2026Sowell Financial Services LLC7,781$296K0.0%+19.0%0.150%
1/15/2026Stewardship Advisors LLC279,662$10.63M2.5%+1.3%5.430%
1/15/2026Columbus Macro LLC33,916$1.29M0.1%+6.3%0.659%
1/13/2026Team Financial Group LLC4,078$155K0.1%+7.9%0.079%
1/13/2026CoreCap Advisors LLC941$36K0.0%-25.1%0.018%
1/8/2026Efficient Advisors LLC34,820$1.32M0.1%-7.2%0.670%
1/8/2026Cooper Financial Group16,273$619K0.1%+1.9%0.322%
1/1/2026JPMorgan Chase & Co.21,710$823K0.0%-7.5%0.457%
12/1/2025Cambria Investment Management L.P.6,065$230K0.0%-44.7%0.128%
11/17/2025Strategic Wealth Partners Ltd.15,448$585K0.0%N/A0.325%
11/17/2025Susquehanna International Group LLP16,345$619K0.0%-4.3%0.344%
11/14/2025Raymond James Financial Inc.23,059$874K0.0%-51.5%0.485%
11/14/2025Comerica Bank648$25K0.0%-60.5%0.014%
11/13/2025Invenio Wealth Partners LLC7,621$289K0.1%-41.0%0.160%
11/13/2025Betterment LLC7,759$294K0.0%-37.7%0.163%
11/13/2025Private Advisor Group LLC24,703$936K0.0%-2.5%0.520%
11/13/2025Sequent Planning LLC15,928$603K0.2%+9.5%0.335%
11/12/2025Cambria Investment Management L.P.6,065$230K0.0%-44.7%0.128%
11/12/2025Empirical Asset Management LLC30,334$1.15M0.2%-49.1%0.639%
11/10/2025Trajan Wealth LLC8,449$320K0.0%-21.5%0.178%
11/10/2025Alteri Wealth LLC8,664$328K0.1%+15.8%0.182%
11/10/2025Vestmark Advisory Solutions Inc.44,693$1.69M0.0%-45.8%0.941%
11/10/2025OneDigital Investment Advisors LLC475,576$18.02M0.2%-4.4%10.012%
11/7/2025Avestar Capital LLC131,042$4.97M0.3%-9.4%2.759%
11/7/2025JPMorgan Chase & Co.21,710$823K0.0%-7.5%0.457%
11/6/2025REAP Financial Group LLC11,578$439K0.1%-2.9%0.244%
I have publicly predicted six major American crashes, before each one happened. (Ad)

Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each warning issued before the crisis hit. Now the founder of Weiss Ratings, the only conflict-free rating agency in America, says he is watching a $3 trillion problem that could trigger a chain reaction across markets and banks.tc pixel

See Martin Weiss's full warning before this risk spreads further
11/5/2025Envestnet Asset Management Inc.85,050$3.22M0.0%+10.0%1.810%
11/4/2025Comprehensive Wealth Management LLC22,219$842K0.6%+71.2%0.473%
11/4/2025Howard Bailey Securities LLC74,064$2.81M1.1%-1.9%1.576%
11/4/2025PAX Financial Group LLC12,964$491K0.1%+5.9%0.276%
11/4/2025Centric Wealth Management10,936$416K0.1%-7.0%0.233%
11/3/2025Golden State Wealth Management LLC4,861$184K0.0%-7.8%0.103%
10/29/2025Stewardship Advisors LLC276,149$10.46M2.5%+2.1%5.876%
10/27/2025O Dell Group LLC319,746$12.11M2.6%+2.5%6.803%
10/27/2025Concurrent Investment Advisors LLC8,600$326K0.0%N/A0.183%
10/24/2025Washington Trust Bank12,966$491K0.0%-58.4%0.273%


WTMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of WisdomTree Managed Futures Strategy Fund. The most heavily invested institutionals were OneDigital Investment Advisors LLC ($18.02M), LPL Financial LLC ($17.12M), O Dell Group LLC ($12.11M), Stewardship Advisors LLC ($11.19M), Earned Wealth Advisors LLC ($10.83M), Cetera Investment Advisers ($10.68M), and Tidemark LLC ($9.54M).Learn more on WisdomTree Managed Futures Strategy Fund's institutional investors.

Of the 82 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: Stewardship Advisors LLC ($282.08K), Earned Wealth Advisors LLC ($272.90K), Tidemark LLC ($250.99K), OneDigital Investment Advisors LLC ($233.86K), Cetera Investment Advisers ($222.86K), LPL Financial LLC ($121.29K), and Raymond James Financial Inc. ($116.30K).

Institutional investors have bought a total of 1,325,298 shares in the last 24 months. This purchase volume represents approximately $50.98M in transactions.

Of the 29 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: Howard Bailey Securities LLC ($66.27K), Arkadios Wealth Advisors ($45.56K), Empirical Asset Management LLC ($41.89K), Vestmark Advisory Solutions Inc. ($37.73K), Wells Fargo & Company MN ($35.24K), MML Investors Services LLC ($28.79K), and Raymond James Financial Inc. ($24.49K).

Institutional investors have sold a total of 396,212 shares in the last 24 months. This volume of shares sold represents approximately $15.13M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:WTMF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
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